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HDFC securities
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Relationship Manager

Relationship Manager

HDFC securities

0 years

0 Lacs

Kochi Kerala India

Posted:3 weeks ago| Platform:

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Skills Required

writing trading research service management certifications analysis communication finance

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On-site

Job Type

Full Time

Job Description

Company Description HDFC securities, headquartered in Mumbai, has been serving a diverse customer base of retail and institutional investors since 2000. The company offers a comprehensive product suite, including Equities, Mutual Funds, ETFs, and various other investment options, along with value-added services like Online Will writing and Tax filing. HDFC securities provides several digital trading platforms and dedicated Relationship Managers to assist customers. With over 250 branches across 190 cities, the company serves over 2.1 million customers and has received numerous awards and recognitions. Role Description This is a full-time, on-site role for a Relationship Manager, located in Kochi. The Relationship Manager will be responsible for managing customer relationships, providing investment advisory services, and assisting with the execution of trades. Daily tasks include addressing client needs, conducting market research, providing personalized investment solutions, and ensuring customer satisfaction. Qualifications Excellent customer service and relationship management skills NISM 5,8 ( is a MUST ) and 21 A certifications Strong knowledge of financial products and investment advisory skills Proficiency in conducting market research and analysis Effective communication and interpersonal skills Ability to work independently and handle multiple client accounts Relevant experience in the financial services industry is a plus Bachelor's degree in Finance, Business Administration, or a related field Show more Show less

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