279 Ultra Hni Jobs - Page 5

Job Description: Zonal Sales Head North/West/South Department: Sales & Business Development Location: Sector 75, Gurugram (Corporate Office) Experience Required: 10-15 years (Experience with luxury products and high-net-worth clientele preferred) Education Required: MBA/PGDM Reports To: Director / CEO Industry: Premium Wood Fenestration Systems and Engineered Timber Construction About Artius Interior Products Pvt. Ltd. Founded in 2011, Artius Interior Products Pvt. Ltd. is Indias foremost authority in engineered wood, specialising in the design and manufacturing of high-end wood-based architectural products including premium doors, windows, timber houses, and glued laminated timber (Glulam) structures. With a commitment to innovation, design excellence, and sustainability, Artius has redefined the fenestration and construction landscape in India. Artius has successfully pioneered the adoption of Glulam and mass timber construction technologies, demonstrating their viability as a superior alternative to traditional building materials. Our work has contributed to establishing new benchmarks in responsible architecture and construction. For more information, visit: https://linktr.ee/Artius_interior Role Overview The Zonal Sales Head will lead the strategic business development initiatives for Artius across a designated region (North, West, or South India). This individual will be responsible for revenue growth, client acquisition, and long-term relationship management within the luxury interiors, architecture, and real estate segments. The ideal candidate will have a strong understanding of the premium building materials market and a proven ability to engage and close high-value business with high-net-worth individuals, architects, and designers. Key Responsibilities Sales Leadership Develop and execute regional sales strategies aligned with organizational objectives. Drive consistent growth in revenue and profitability for the assigned zone. Manage a team of sales professionals and oversee the full sales lifecycle from lead generation to closure. Client Engagement & Business Development Build and maintain relationships with HNIs, architects, interior designers, and project consultants. Conduct in-depth consultations to understand client needs and recommend appropriate solutions. Represent the company at high-level meetings and industry forums. Product Expertise & Solution Presentation Possess in-depth knowledge of Artius product offerings and technological advantages. Deliver clear, technically accurate presentations that demonstrate the design, functionality, and sustainability benefits of our solutions. Project Coordination Work in close collaboration with the design, engineering, and execution teams to ensure smooth project delivery. Monitor project timelines and client satisfaction throughout the delivery process. Market Intelligence Monitor trends in architecture, luxury interiors, and construction to inform business development efforts. Analyze competitor activities and market dynamics to refine positioning strategies. Sales Reporting & Forecasting Maintain accurate records of sales activities, pipelines, forecasts, and account performance. Provide structured reports and strategic feedback to senior leadership on market opportunities and risks. Negotiation & Deal Closure Lead negotiations for complex, high-value contracts with multiple stakeholders. Finalize agreements that meet client needs while aligning with business objectives. Experience and Expertise A minimum of 1012 years of experience in high-value B2B sales, preferably within luxury construction, premium architectural materials, or real estate. Proven track record of working with high-net-worth clients and managing complex sales cycles. Prior exposure to fenestration systems, wood products, or sustainable construction solutions is highly desirable. Education A postgraduate degree in Business Management, Marketing, Architecture, or Construction Management. Skills and Attributes Strong interpersonal, communication, and negotiation skills. Detail-oriented approach with a focus on client satisfaction and quality. High level of integrity, professionalism, and ability to manage executive-level relationships. Strategic thinking with a solution-oriented mindset. Ability to work collaboratively across functions and lead regional teams. What We Offer A leadership position within a high-growth, design-led, and innovation-focused organization. Competitive compensation structure with performance-linked incentives. Opportunities to work on marquee projects in collaboration with leading architects and designers. Exposure to cutting-edge sustainable building technologies and premium market segments. Long-term career growth in a company redefining the premium wood products industry in India. Application Process Qualified candidates may send their resume at careers@artius.in

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment teams to deliver comprehensive wealth management solutions Track and analyze client portfolios, manage risk, and identify optimization opportunities Cross-sell and upsell services such as succession planning, family governance, philanthropy, and estate planning Ensure high client satisfaction through consistent, high-touch engagement and proactive service delivery Stay updated on market trends and contribute to strategic initiatives and special projects Desired Candidate Profile: 12-18 years of experience in wealth management or investment advisory Proven track record of managing HNW/UHNI relationships Strong understanding of financial markets, investment products, and portfolio management Exceptional communication, interpersonal, and relationship-building skills Ability to think strategically and provide end-to-end financial solutions Strong business development acumen and client-centric mindset

Job Description : Service Relationship Manager - Affluent Banking Location- Jaipur Interested candidates can send their resumes to nidhi.kundra@indusind.com. Detailed Job Description Provide Exceptional service to mapped clients of Affluent channel for cluster of branches Manage affluent desk & become one point of contact for mapped customers for their service related queries/requests & complaints Handle & Process all financial & Non- Financial transactions pertaining to mapped affluent clients Upgrade customers maintaining high balances to Exclusive/Pioneer program as per the eligibility Monitor Daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity Build and deepen relationships with existing Customer base by focussing on Family Grouping/household penetration Manage the key performance indicators (Family Penetration/Digital Channel Activation/Book Growth/ Overall Service of the mapped base) Ensure effective on-boarding of NTB clients & engagement with mapped clients as per laid process Generate quality references for opening new accounts from existing mapped customers Ensure Timely closure of all Request/Complaints/Welcome/CE calls/Campaigns assigned on Talisma Increase the Client stickiness and engagement by activating customers on Direct Transaction Channels of the bank like Mobile Banking App/ Net Banking / Debit Card/ VIDYO Branch etc Process/Handle cash transactions/vault operations/ATM upkeep/Voucher & register maintenance/Lobby Management (These are only applicable to Service Managers mapped to Pioneer Lobby) Preferred Skill Set Educational Qualification : Graduation / MBA (Preferred) Skills : Excellent Communication skills Service Oriented with Knowledge of Banking Products will be a good advantage Work Experience (in yrs) : Minimum 3-5 years in Service / Key Relationship Servicing in BFSI

JOB DESCRIPTION Investment Manager Location Mumbai Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage. Functional Responsibilities / KPIs As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards. The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies. The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards. Sales and Business Development: Work closely with Nuvama Wealth RMs on driving the insurance products. Promote and sell insurance products to existing and potential customers through relationship managers mapped to you. Achieve sales targets and contribute to the LOB overall targets with self and team. Develop new business opportunities through networking and referrals. Client Consultation: Assess clients' insurance needs and provide suitable recommendations. Explain insurance policies and coverage options to clients clearly and effectively. Assist clients with the application process and ensure proper documentation. Customer Service: Provide exceptional customer service and support to clients regarding their insurance policies. Address client inquiries and resolve any issues or concerns related to insurance products. Conduct regular follow-ups with clients to ensure satisfaction and retention. • Compliance and Documentation: Ensure all insurance transactions comply with company regulations and policies. Maintain accurate records of sales and client interactions in the company system. Stay updated with changes in insurance laws and regulations. Training and Development: Participate in ongoing training programs to stay current with industry trends and product knowledge. Share best practices and knowledge with team members to improve overall performance. Job Requirements Qualifications 1. Bachelors degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry. 3. Strong knowledge of insurance products and services. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team.. Functional Competencies 1. Full-time position, typically within standard office hours. 2. May require occasional travel outside the present location to meet clients or attend training session. 3. Office-based with some flexibility to work outside the main office, depending on company policies

Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Locations : Hyderabad Interested Candidates can send their CV to mamatha.krishna@indusind.com Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Desired Candidate Profile - Total Experience should be 5+ Years - 3-4 years into Relationship Manager / Private Banking, preferably comes with his own book that he would have built over the years. - Excellent communication skills

Role & responsibilities : Meeting Clients & developing trust & relationship Customer interactive role with Portfolio Management experience Portfolio/Investment engineers, who can help in designing portfolios Advice and suggesting different investment avenues to HNI Clients Acquiring and catering to new HNI Clients Growing the existing AUM book size Products- Mutual Funds/ PMS/ AIF Job Requirements: Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed income and equity products) Updated on current affairs Excellent communication skills Team Player Open to learn Should have knowledge of MS office Educational Qualifications and Certifications: Graduation Mandatory NISM VA Compulsory NISM XXIA (Preferred) Growth & Opportunities: Be a part of a growing channel Networking opportunities with UHNI Gain in depth knowledge of various Asset Classes Benefits To work with the highest bonus paying AMC in India

Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling.

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Location: Mumbai Department: PCG Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the companys services. Qualifications: Education: Post-graduation in finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience : 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment. You can share your Resumes on salonidevi.vishwakarma@kotak.com For any other queries call on 7039279297

Manage and grow a portfolio of HNI and Ultra HNI clients by offering personalized wealth management. Those who worked in startup investment, Handled 30-40 Cr AUM, conduct in-depth portfolio reviews. Build long-term relationships with clients.

Role & responsibilities 1. Leads Management : Proper follow ups of lead & subsequent processing in co-ordination of the respective teams. Framing quotations & Finally converting it to business 2. Client Management Acquisition : Targeted New Client Acquisition, through referencing, Cross Selling Servicing : Interacting with ultra HNIs / HNI’s client. Understand their requirement & co-ordinate with team to set the required deliverables Feddback : post sales & service feedback. 3. Leads :Trade Partners Managing the current parners Add new ones from boutique &high end travel agencies & partners. Tieup with most premium hotels Create offers for them in a pattern where they give more business 4. Marketing & Branding ATL / BTL Activities Preferred candidate profile Should have excellent english communication skills for new business /opportunity development.

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Senior Wealth Relationship Manager : Leading Company : PUNE, Mumbai Location : Mumbai / Pune / Baroda / Surat / Hyderabad / Chennai Experience : 4+ years Budget : Up to 30 - 45 lpa Age : 44 max About the Role: We are looking for dynamic professionals for the role of Senior Wealth Relationship Manager to join our Private Wealth Management team. You will be responsible for offering tailored financial solutions to HNI/UHNI clients through a wide range of investment products. Key Responsibilities: - Understand client needs, financial goals & risk appetite - Offer customized solutions across Mutual Funds, PMS, AIFs, PEs, Bonds, Structured Products, Direct Equity, Insurance, etc. - Grow AUM/book size and achieve revenue targets - Share model portfolios and insights based on market trends and internal views - Ensure compliance with regulatory guidelines - Manage and deepen client relationships with a long-term view Ideal Candidate Profile: - 4+ years of experience in Private Wealth Management - Strong HNI/UHNI network - Exceptional communication and interpersonal skills - Entrepreneurial mindset with a passion to scale - High integrity, collaborative, and client-focused If you are currently in a Private Wealth setup with a CTC between 20-42 LPA and are looking for a high-growth opportunity wed love to connect with you. To apply, email your resume to people1qc@gmail.com Contact: Shraddha Bamne +91-22-40697704 / MOBILE : 9324700692 Thanks & Regards Shraddha Bamne HR Executive

Role & responsibilities To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Should have high clarity over various financial concepts and terminologies pertaining to capital markets and products like Equity, Mutual Funds, Debt securities, AIF, Structured products, etc

Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG. Must have experience into acquisition of Corporates and Private wealth clients. Must have own self built AUM. Must have good communication skills. Required Candidate profile Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG. Must have experience into acquisition of Corporates and Private wealth clients, self built AUM.

Hi, We are hiring - L - CTC - upto 10 lpa & : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required , & Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Regards, Neha Khandelwal neha.k@ipsgroup.co.in

JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel.

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

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. Interested candidates please share updated resume at devashree.lad@hdfcsec.com