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

4 - 9 years

3 - 8 Lacs

Delhi NCR Gurgaon Noida

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Equity Dealer Stock Broking NISM Client Acquisition Cross Sales Equity Advisory Relationship Management Ultra Hni Equity Broking Equity Sales HNI Acquisition Investment Portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) 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
Hdfc Securities
www.hdfcsec.com/

Financial Services

Mumbai Maharashtra

1001-5000 Employees

60 Jobs

    Key People

  • Vikas Makhija

    Managing Director

  • Krishnakumar M.

    CEO

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