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Senior Relationship Manager

HDFC securitiesAhmedabad, Gujarat, India

14 days ago

Job description

Immediate joiners preferred

Location : Navrangpura, Vapi, Rajkot

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Roles and Responsibilities :

Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf.
Building relationships with the client & educating them about Investments.
RM will be given set of existing customers.
Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.)

Desired Candidate Profile :

Should be NISM VIII, NISM V A & IRDA certified .

Any Graduate with minimum 3 Years of Broking / Dealing experience

Good knowledge of Equity Market and TPP

Good communication (Written and Verbal).

Good selling skills & Go Getter Attitude.

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Relationship Manager • Ahmedabad, Gujarat, India