Company Description HDFC securities Ltd., headquartered in Mumbai, has been serving a wide base of retail and institutional investors since 2000. The company offers a comprehensive range of investment products, including equities, derivatives, mutual funds, bonds, NCDs, fixed deposits, ETFs, and the National Pension Scheme, along with value-added services such as online will writing and tax filing. It provides multiple digital and assisted trading platforms, including a mobile trading app, desktop trading, ProTerminal, a voice-enabled investing assistant (Arya), and Call N Trade, supported by dedicated Relationship Managers. HDFC securities is known for its integrated 3-in-1 account (Trading + Demat + Savings), strong technology backbone, and presence across 250+ branches in 190 cities, serving more than 2.1 million customers. The company has received numerous awards and actively participates in CSR initiatives focused on education, water, sanitation, financial awareness, and medical assistance.
Role Description This is a full-time, on-site Relationship Manager role based in Delhi, India. The Relationship Manager will build and maintain long-term relationships with retail and/or institutional clients, acting as a primary point of contact for their investment and trading needs. Daily responsibilities include understanding client profiles and risk appetite, recommending suitable investment products across equities, derivatives, mutual funds, and other instruments, and assisting clients with account opening, KYC, and 3-in-1 account usage. The role involves monitoring client portfolios, providing timely market updates, cross-selling relevant products, and ensuring high levels of client satisfaction and retention. The Relationship Manager will coordinate with internal teams for trade execution, service requests, and issue resolution, while adhering to regulatory guidelines, internal processes, and compliance standards. Targets-based performance, regular client meetings, and maintaining accurate records and reports are also key aspects of this position.
Qualifications
- Strong client relationship management skills, including the ability to build trust, understand client needs, and maintain long-term engagement.
- Knowledge of financial markets and investment products such as equities, derivatives, mutual funds, bonds, ETFs, and other retail investment offerings.
- Proficiency in sales and cross-selling, with a focus on achieving targets while maintaining high standards of service quality and ethics.
- Comfort with digital trading platforms, mobile apps, and basic MS Office tools for client servicing, reporting, and data management.
- Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly to clients with varying levels of market knowledge.
- Strong analytical and problem-solving abilities to assess client portfolios, identify opportunities, and resolve issues promptly.
- Bachelor's degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (
