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58 HDFC Securities Jobs
Senior Relationship Manager - Wealth & Advisory (Retail/HNI/UHNI)
3-8 years
Thane, Navi Mumbai, Mumbai
2 vacancies
Senior Relationship Manager - Wealth & Advisory (Retail/HNI/UHNI)
HDFC Securities
posted 3d ago
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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
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