Position - Relationship manager - Digital Acquisition team CXO
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.
Conduct regular portfolio reviews, share market insights, and cross-sell financial products to expand wallet share from existing accounts.
Assist clients with order execution queries, account setup, and issue resolution in coordination with internal research and operations teams.
Ensure all client interactions and transactions adhere to regulatory guidelines set by market bodies like SEBI and internal compliance protocols.

Market Knowledge : Deep understanding of stock market trends,



technical/fundamental analysis, and risk-return profiles.
Analytical & CRM Tools : Proficiency in MS Office and CRM platforms (such as Leadsquared)

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

📌 MBA Relationship Manager (Mumbai)
🏢 HDFC Securities
📍 Mumbai