Senior Relationship Manager

Company Description

HDFC securities, headquartered in Mumbai, has been serving retail and institutional investors since 2000. It offers a comprehensive suite of investment options such as Equities, Mutual Funds, ETFs, Fixed Deposits, Bonds, and more. The company provides advanced digital platforms, including a Mobile Trading App and ProTerminal, as well as dedicated Relationship Managers to assist customers. Known for its integrated 3-in-1 account, HDFC securities has received numerous awards and recognitions. With over 250 branches across 190 cities, the company serves more than 2.1 million customers.

Relationship Manager/Senior Relationship Manager - GIFT CITY Gandhinagar

Experience required

Role Description

• Execution of trade orders on behalf of clients.
• Building relationships with clients & educating them about Investments.

Specialized Activities:

• Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal.
• Advising to client as per our research and sell any other products listed on IFSC
• Ready to learn new products and processes
• Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM

Required Criteria:

1. Graduation (preferably in finance specialization).

2. NISM 8 certification (Equity & derivatives)

3. Stock Market knowledge is mandatory.

4. Should possess good communication skills.