Relationship Manager

Company Description

HDFC securities, established in 2000 and headquartered in Mumbai, is a leading financial services provider catering to a diverse range of retail and institutional investors. The company offers a comprehensive suite of investment products including Equities, IPOs/OFS, Mutual Funds, Bonds, National Pension Scheme, and more, alongside value-added services like Tax filing and Online Will writing. With advanced digital platforms such as the Mobile Trading App, ProTerminal, and Arya (a voice-enabled investing assistant), HDFC securities brings cutting-edge technology to its clients. Known for its 3-in-1 account integrating Trading, Demat, and Savings, the firm has over 250 branches across 190 cities, serving more than 2.1 million customers. HDFC securities has consistently garnered awards and recognitions while actively contributing to community welfare programs in education, financial awareness, healthcare, and more.

Role Description

This is a full-time, on-site role for a Relationship Manager located in Rajkot. The Relationship Manager will be responsible for building and nurturing client relationships and acting as a trusted advisor to meet clients' investment needs. Key activities include understanding customer requirements, providing expert guidance on investment products, cross-selling financial services, and ensuring customer satisfaction. The individual will collaborate with internal teams to design customized investment solutions while maintaining updated knowledge of market trends and best practices to effectively advise clients.

Qualifications

• Strong understanding of financial products, including Equities, Mutual Funds, Bonds, and NCDs
• Exceptional client relationship management and communication skills
• Ability to analyze market trends and offer informed investment advice
• Proficiency in utilizing digital investment platforms and tools
• Sales acumen with experience in cross-selling and upselling financial products
• Excellent problem-solving and negotiation skills
• Ability to work independently and within teams to meet targets
• Bachelor's degree in Finance, Business Administration, or a related field (MBA in Finance preferred)
• Prior experience in financial services, banking, or wealth management is advantageous