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Relationship Manager

Relationship Manager

HDFC securitiesIndia
19 days ago
Job description

Immediate joiners preferred

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 • India