Senior Relationship Manager - Yamuna Nagar

HDFC Securities Ltd.; Yamunanagar; On-site; INR 500,000 - 900,000; Full time

Job summary

HDFC Securities Ltd. in Yamunanagar seeks a Senior Relationship Manager to build and deepen client relationships, educate them on investments, and drive revenue through cross-selling.

The role involves meeting clients, visiting bank branches to achieve targets, and advising clients based on research reports. A Graduation and relevant NISM certifications are required.

Qualifications

• Graduation is mandatory.
• NISM 8 certificate (Equity & derivatives) or NISM 5 certificate (Mutual Funds) required.
• Stock market knowledge is mandatory.
• Should possess good communication skills.

Responsibilities

• Build relationships with clients and educate them about investments.
• Acquire clients as per targets and cross-sell 3rd party products (MF, Insurance, SIP).
• Conduct client meetings and bank branch visits as per goal sheet.
• Advise clients based on research reports.

Skills

Communication skills

Stock market knowledge

Client relationship management

Education

Graduation

NISM 8 (Equity & derivatives)

NISM 5 (Mutual Funds)

Job description

HDFC Securities Ltd.

Senior Relationship Manager - Yamunanagar

Experience required

4 Years +

Job Description

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

Specialized Activities

• Advising Clients based on Research Report.

Required Criteria

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