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PBG Desk (Emerald) - UHNI / HNI clients - Chennai

PBG Desk (Emerald) - UHNI / HNI clients - Chennai

Hdfc Securities

4 - 9 years

4 - 9 Lacs

Chennai

Posted:1 month ago| Platform:

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Skills Required

Third Party Products Equity Dealer HNI Client Handling NISM Cross Selling Client Acquisition TPP Equity Advisory Equity Trading Equity Derivatives Equity Market

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) 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.

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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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PBG Desk (Emerald) - UHNI / HNI clients - Chennai

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PBG Desk (Emerald) - UHNI / HNI clients - Chennai

Experience & Salary

Skills Required

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Job Description

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