Dear Colleague,

We are looking for RM/Sr Relationship Manager

Job Description is as below -

- Develop and maintain strong relationships with HNI and retail clients.
- Provide investment advice across equity, derivatives, mutual funds, and other financial products.
- Achieve revenue targets through cross-selling and upselling of broking services.
- Monitor client portfolios and suggest timely rebalancing strategies.
- Ensure compliance with regulatory guidelines and internal policies.
- Conduct regular client meetings and portfolio reviews.
- Collaborate with research and advisory teams to deliver value-added services.

Qualifications & Experience:

- Graduate/Postgraduate in Finance, Business Administration, or related field.
- Minimum 3 to 8 years of experience in the broking or financial services industry.
- Robust understanding of equity markets, trading platforms, and investment products.
- Excellent communication, interpersonal, and negotiation skills.
- NISM certifications (Series VIII, Series VII) preferred.

Interested candidate may share their resume at [email protected]

📌 Senior Relationship Manager (Yamuna Nagar)
🏢 HDFC Securities
📍 Yamuna Nagar