Relationship Manager/Senior Relationship Manager
Experience required: 2 Years to 5 yrs
Job Description:
1. Execution of trade orders on behalf of clients.
2. Building relationships with clients & educating them about Investments.
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
4. Client meetings and bank branch visits as per goal sheet.
Specialized Activities:
1. Executing Trade Orders.
2. Advising Clients based on Research Report.
Required Criteria:
1. Graduation (preferably finance specialization).
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds).
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.
5. Dealing & Cross Sales Experience is must
Interested Candidates please share resume on mo**************m@hd****c.com
Keyskills: Wealth Management relationship management Investment Advisory HNI Acquisition Channel Management Equity Trading Derivatives Trading
HDFC Securities Ltd HDFC Securities, a trusted financial service provider promoted by HDFC Bank and JP Morgan Partners and their associates, is a leading stock broking company in the country, serving a diverse customer base of institutional and retail investors. HDFCsec.com provides investors a ...