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Senior Relationship Manager

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Job Description

Roles and Responsibilities :

  • Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf.
  • Building relationships with the client & educating them about Investments.
  • RM will be given set of existing customers.
  • Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.)

Desired Candidate Profile:

  • Should beNISM VIII, NISM V A & IRDA certified.
  • Any Graduate with minimum 3 Years of Broking / Dealing experience
  • Good knowledge of Equity Market and TPP
  • Good communication (Written and Verbal).

More Info

Job Type:
Function:
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Open to candidates from:
Indian

About Company

HDFC securities has been serving a diverse customer base of retail and institutional investors, since 2000. Headquartered in Mumbai, it offers an exhaustive product suite to help its customers invest in Equities, IPO/OFS, Buybacks, Mutual Funds, ETFs, Futures & Options for - Equity, Currency and Commodities, Fixed Deposits, Bonds, NCDs and National Pension Scheme, along with value added services like Online Will writing and Tax filing. The company offers a host of digital platforms like Mobile Trading App, Desktop based online trading facility, ProTerminal- an advanced trading platform and Arya- a voice enabled investing assistant. It also offers Call N Trade facility and dedicated Relationship Managers to assist customers. Since its inception, the company has established itself as a preferred trading platform (for NSE & BSE), with its integrated 3-in-1 account (Trading + Demat + Savings) backed by state-of-the-art technology. Over the years, the company has won many awards and recognitions. It is been contributing in various CSR activities pertaining to education, water, sanitation, financial awareness and medical assistance. Currently, the company has 250+ branches across 190 cities, serving over 2.1 million customers.

Job ID: 121603875