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Priti Goyal

Founder at Serving Skill

Last Login: 17 June 2024

Job Views:  
194
Applications:  29
Recruiter Actions:  4

Job Code

1388908

Equity Advisor

5 - 7 Years.Mumbai
Posted 3 months ago
Posted 3 months ago

Position - Senior Relationship Manager

Department - PBG Desk

Minimum Experience - 5+ years

Location - HDFC securities Ltd, Private Banking Group, Ground Floor, Zenith House, Keshavrao Khadye Marg, Opp Race Course, Mahalaxmi, Mumbai - 400 034

Job Description :

1. Building relationships with clients & educating them about Investments

2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc)

3. Client meetings directly and joint meets along with Bank PBG RM`s

4. Pitching our research ideas to customers.

Key Requirements:

1. Degree is must.

2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)

3. Stock Market knowledge is mandatory.

4. Should possess excellent communication skills..

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 17 June 2024

Job Views:  
194
Applications:  29
Recruiter Actions:  4

Job Code

1388908

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