HDFC Securities ll Equity Advisor/ Relationship Manager - Mumbai
Job description
Relationship Manager/Senior Relationship Manager - Mumbai
Location :- Mumbai , Mumbai Suburban , Navi Mumbai , Thane
Experience required: 1yr to 7 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 Bi********l@hd****c.com
Regards ,
Associate Regional HR
Bijal Patel .
Keyskills: insurance equity derivatives relationship management Equity Dealer cross sales Equity Advisory nism stock market Equity Broking Equity Sales Acquisition
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 ...