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Hdfc Securities
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Advisory Desk - HNI / UHNI / Retail - Wealth Segment

Advisory Desk - HNI / UHNI / Retail - Wealth Segment

Hdfc Securities

4 - 9 years

3 - 7 Lacs

Navi Mumbai Thane Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

NISM Equity Broking Stock Broking Cross Sales Equity Advisory Stock Market Equity Sales Equity Settlement Derivatives Equity Trading Share Broking Derivatives Trading

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager/Senior Relationship Manager Experience required : 4 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. Call at 7715048429 if interested and share your updated CV.

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Hdfc Securities

www.hdfcsec.com/

Financial Services

Mumbai Maharashtra

1001-5000 Employees

60 Jobs

Key People

Vikas Makhija

Managing Director
Krishnakumar M.

CEO
Sujit Dutta

CFO

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Advisory Desk - HNI / UHNI / Retail - Wealth Segment

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