Company Description HDFC securities Ltd., headquartered in Mumbai, is a leading financial services company that has been serving retail and institutional investors since 2000. It offers a comprehensive range of investment products including equities, IPOs/OFS, mutual funds, ETFs, derivatives, fixed income instruments, and the National Pension Scheme, along with value-added services such as online will writing and tax filing. The company provides advanced digital trading platforms, a Call N Trade facility, and dedicated Relationship Managers to support customers across their investment journey.

HDFC securities has built a strong reputation as a preferred trading platform with its integrated 3-in-1 account (Trading + Demat + Savings), backed by robust technology and multiple industry awards. With 250+ branches across 190 cities and over 2.1 million customers, it also actively contributes to CSR initiatives in education, water, sanitation, financial awareness, and medical assistance.

Role Description The Senior Relationship Manager is a full-time, in office role based in Bhubaneswar, responsible for managing and expanding a portfolio of retail and/or institutional clients. This position involves understanding clients’ financial goals, recommending suitable investment products from HDFC securities’ comprehensive offerings, and ensuring high levels of service and satisfaction. The role includes regular client meetings, portfolio reviews, and proactive communication to address queries, provide market updates, and identify cross-selling and up-selling opportunities.

The Senior Relationship





Manager collaborates with internal teams to ensure seamless account opening, transaction processing, and issue resolution, while adhering to regulatory and company compliance standards. The role also requires tracking sales performance, achieving set targets, and contributing to local business development initiatives.

Qualifications

- Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
- Knowledge of equity markets, mutual funds, derivatives, fixed income products, and other investment instruments, with the ability to explain these clearly to clients.
- Sales and business development capabilities, including target orientation, negotiation skills, and experience in handling revenue and growth objectives.
- Excellent communication and interpersonal skills, with proficiency in presenting complex financial information in a clear, accessible manner.
- Ability to work with digital trading platforms and CRM tools, and comfort with data-driven decision-making and basic analytics.
- Understanding of regulatory requirements, compliance standards, and risk management practices in the securities and financial services industry.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; a postgraduate qualification or relevant certifications (e.g., NISM) are an advantage.
- Prior experience in securities, brokerage, banking, or wealth management in a relationship management or advisory role is strongly preferred.

📌 Senior Relationship Manager (Bhubaneswar)
🏢 HDFC Securities
📍 Bhubaneswar