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HDFC Securities

Compare

3.6

based on 1.3k Reviews

67 HDFC Securities Jobs

Senior Relationship Manager - Wealth & Advisory (Retail/HNI/UHNI)

Hdfc Securities

3.6

based on 1.3k Reviews

3-8 years

Thane, Navi Mumbai, Mumbai

2 vacancies

Senior Relationship Manager - Wealth & Advisory (Retail/HNI/UHNI)

HDFC Securities

posted 1mon ago

Job Role Insights

Fixed timing

Key skills for the job

Financial Advisory Wealth Management Portfolio Management Investment Advisory

Job Description

Relationship Manager/Senior Relationship Manager

Experience required: 3 Years +

Job Description:

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

Specialized Activities:

1. Advising Clients based on Research Report.

Required Criteria:

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

Employment Type: Full Time, Permanent

Read full job description

Prepare for Relationship Manager Wealth Management roles with real interview advice

What people at HDFC Securities are saying

Relationship Manager Wealth Management salary at HDFC Securities

reported by 3 employees with 1-5 years exp.

₹2 L/yr - ₹4.3 L/yr

61% less than the average Relationship Manager Wealth Management Salary in India

View more details

What HDFC Securities employees are saying about work life

based on 1.3k employees

68%

43%

53%

99%

Strict timing

Monday to Saturday

Within city

Day Shift

View more insights

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