Relationship Manager

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 range of investment products, including Equities, IPOs, Mutual Funds, Bonds, and the National Pension Scheme, in addition to value-added services like online will writing and tax filing. With innovative digital platforms such as a mobile trading app, ProTerminal, and Arya, a voice-enabled investing assistant, HDFC securities provides state-of-the-art technology backed by a 3-in-1 integrated account (Trading + Demat + Savings). With over 250 branches across 190 cities, the company serves more than 2.1 million customers and has been recognized with numerous awards and recognitions, while also contributing to various CSR activities.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Junagadh. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, providing investment advice, resolving client queries, and ensuring client satisfaction. The role includes conducting market research, understanding client needs, and tailoring investment solutions, as well as coordinating with internal teams to ensure smooth transactions and client onboarding.

Qualifications

• Excellent communication and interpersonal skills
• Experience in investment advisory and financial products (Equities, Mutual Funds, Bonds, etc.)
• Strong analytical skills and market research abilities
• Customer service and relationship management skills
• Ability to work effectively in an on-site environment
• Bachelor's degree in Finance, Business, or related field
• Relevant certifications (e.g., NISM, CFP) are a plus
• Proficiency in using digital trading platforms and tools