Senior Relationship Manager

HDFC Securities Ltd.; Satara; On-site; INR 600,000 - 1,000,000; Full time

Job summary

HDFC Securities Ltd. is seeking a seasoned professional to advise clients on investments in equity and derivatives. You will build relationships, educate clients, and accelerate the client base while cross-selling third party products.

The role involves executing trade orders and advising clients based on research reports. A background in equity dealing with NISM/IRDA certifications is preferred.

Qualifications

• Proven 3+ years of experience in Equity Dealing.
• Graduate degree required; relevant certifications preferred.
• NISM 8 and NISM 5A IRDA mandates are beneficial.

Responsibilities

• Advising clients on Investments in Equity & Derivatives.
• Build and educate clients, accelerating the client base.
• Cross-sell third party products.
• Execute trade orders and advise based on research reports.

Skills

Equity dealing

Client relationship

Cross selling

Education

Any Graduate

Tools

NISM 8

NISM 5A

IRDA certifications

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.

Preferred candidate profile

• Any Graduate
• Min 3+ Years of exp in Equity Dealing
• NISM 8, 5A IRDA Mandatory certifications.