Position - Relationship manager - Digital Acquisition team CXO

Key Responsibilities

- Client Acquisition: Identify and onboard recent high-net-worth individuals (HNIs), affluent investors, or corporate clients through market networking and referrals.
- Portfolio Advisory: Advise clients on capital market investments, including equities, derivatives, mutual funds, bonds/NCDs, Portfolio Management Services (PMS), and structured products.
- Relationship Deepening: Conduct regular portfolio reviews, share market insights, and cross-sell financial products to expand wallet share from existing accounts.
- Trade & Service Coordination: Assist clients with order execution queries, account setup, and issue resolution in coordination with internal research and operations teams.
- Compliance & Reporting: Ensure all client interactions and transactions adhere to regulatory guidelines set by market bodies like SEBI and internal compliance protocols.

Essential Skills

- Market Knowledge: Deep understanding of stock market trends, technical/fundamental analysis, and risk-return profiles.




- Communication & Interpersonal Skills: Excellent communication skills and ability to explain complex market movements and investment strategies in simple terms.
- Sales & Target Orientation: Track record of achieving AUM acquisition targets and revenue goals for HNI and CXO profile clientele.
- Analytical & CRM Tools: Proficiency in MS Office and CRM platforms (such as Leadsquared)

Required Qualifications & Certifications

- Education: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (MBA is often preferred).
- Certifications: Mandatory regulatory certifications such as NISM Series XXV-A and NISM Series V-A (Mutual Funds) in India.
- Experience: 3+ years of proven experience in stock broking, equity sales, or wealth management with HNI clients(Virtual/Branch).
- Language Proficiency: Trilingual fluency in English, Hindi, and Marathi is highly preferred.
- Work location – Work from office

📌 Relationship Manager (Mumbai)
🏢 HDFC Securities
📍 Mumbai