Senior Relationship Manager

Hdfc Securities; Sangli District; On-site; INR 300,000 - 600,000; Full time

Job summary

HDFC Securities is seeking a client-facing investment adviser in Maharashtra to guide clients in equity and derivatives investments. You will educate clients, grow the client base, and coordinate trade executions while promoting third-party product offerings.

The role emphasizes relationship-building, product knowledge, and proactive engagement with clients to optimize investment outcomes and portfolio performance.

Qualifications

• Experience in advising on equity and derivatives investments.
• Ability to educate clients about investments and markets.
• Proven track record in building and expanding client base.

Responsibilities

• Advise clients on Equity & Derivatives investments and portfolio strategy.
• Build and maintain relationships with clients and educate them on investment opportunities.
• Execute trades/orders as required and ensure accuracy and timeliness.
• Cross-sell third party products to clients to meet business goals.

Skills

Investments knowledge

Client advisory

Cross-selling

Relationship building

Tools

Trading platforms

Job description

Role & responsibilities

• Advising clients with regards to their Investments in Equity & Derivatives Market,
• Building relationships with the client & educating them about Investments
• Accelerating client base.
• Cross selling of third party products.

Specialized Activities:

• Executing Trades Orders.
• Advising Clients based on Research Report.

Regards,

Prashant Ghusale

HR - HDFC Securities Ltd

9890442104