Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required: 4 Years +
Job Description: 1. Trading on behalf of the 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 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.
Keyskills: Equity Dealer Stock Broking NISM Client Acquisition Cross Sales Equity Advisory Relationship Management Ultra Hni Equity Broking Equity Sales HNI Acquisition Investment Portfolio
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 ...