Senior Relationship Manager - Hdfc Securities Ltd. Thane

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

Job summary

HDFC Securities Ltd. seeks a Relationship Manager/Senior Relationship Manager for Mumbai. You will build and educate clients about investments while aiming to achieve targets through client acquisition and cross-selling third-party products.

You will meet clients in bank branches and manage a portfolio of investors. Eligibility includes Graduation, NISM certifications (Equity & derivatives or MF), strong stock market knowledge and excellent communication.

Qualifications

• Graduation is mandatory.
• NISM certifications (Equity & derivatives) or Mutual Funds are required.
• Stock market knowledge is mandatory.
• Good communication skills are essential.

Responsibilities

• Building relationships with clients and educating them about investments.
• Client acquisition as per targets and cross selling of MF, Insurance, SIP, etc.
• Client meetings and bank branch visits as per goal sheet.
• Managing portfolio of clients.

Skills

Stock market knowledge

Communication skills

Client acquisition

Cross-selling

Education

Graduation

NISM certification (Equity & derivatives)

NISM certification (Mutual Funds)

Job description

Relationship Manager/Senior Relationship Manager Mumbai

Experience required: 4 Years +

Job Description:

• 1. Building relationships with clients & educating them about Investments
• 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
• 3. Client meetings and bank branch visits as per goal sheet.
• 4. Managing Portfolio of clients

Specialized Activities:

• 1. Advising Clients based on Research Report.

Required Criteria:

• 1. Graduation is must.
• 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
• 3. Stock Market knowledge is mandatory.
• 4. Should possess good communication skills.