Relationship Manager

Role & responsibilities

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.

4. Trading on behalf of HNI clients

Specialized Activities:

1. Advising Clients based on Research Report.

Required Criteria:

Graduation is must.

NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)

Stock Market knowledge is mandatory.

Should possess good communication skills.

If interested Kindly share the your cv on samidha.mahadik@hdfcsec.com