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Job Title:

Senior Relationship Manager

Company: HDFC securities

Location: Mumbai, Maharashtra

Created: 2025-07-26

Job Type: Full Time

Job Description:

Immediate joiners preferred Location: Mumbai all areas The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Roles and Responsibilities : Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. Building relationships with the client & educating them about Investments. RM will be given set of existing customers. Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.) Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified . Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communication (Written and Verbal). Good selling skills & Go Getter Attitude.

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