Senior Relationship Manager

HDFC Securities Ltd.; Shimla district, Jaipur; Presencial; INR 400.000 - 600.000; Jornada completa

Descripción de la vacante

HDFC Securities Ltd. is seeking an experienced investment advisor to guide clients in Equity and derivatives markets. The role focuses on educating clients, building strong relationships, and expanding the client base with cross-selling of third-party products.

Candidates should have 4-9 years of experience in stock broking, insurance, or banking and hold NISM V & VIII certifications. This on-site position is located in Shimla district, Himachal Pradesh, India.

Formación

• NISM V & VIII certification is required.
• Candidates with background in stock broking, insurance, or banking and 4-9 years experience.

Responsabilidades

• Advising clients with regard to their investments in Equity & derivatives market.
• Building relationship with clients & educating them about investments
• Accelerating client base
• Cross Sell of third party products

Conocimientos

Stock broking

Client education

Relationship building

Cross selling

Educación

NISM V & VIII certified

Descripción del empleo

Roles & Responsibilities

• Advising clients with regard to their investments in Equity & derivatives market.
• Building relationship with clients & educating them about investments
• Accelerating client Base
• Cross Sell of third party products

Preferred candidate profile

• NISM V & VIII certified
• Candidate must be from Stock broking , Insurance Background and Banking (4-9 years)