HDFC Securities - Senior Relationship Manager

Description: Immediate joiners preferred. Location: Ahmedabad. Relationship Manager/Senior Relationship Manager Ahmedabad. Experience required: 5 Years+.

Job Description:

- Execution of trade orders on behalf of clients.

- Building relationships with clients & educating them about Investments.

Specialized Activities:

- Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal.

- Advising to client as per our research and sell any other products listed on IFSC. Ready to learn new products and processes. Minimum of 5 years of relevant experience in dealing (operating terminal OWS/TWS) as RM.

Required Criteria:

- NISM 8 certification (Equity & derivatives).

- Stock Market knowledge is mandatory.

Key Responsibilities:

- Execute trade orders on behalf of clients across NSE / BSE / IIBX terminals.

- Build and maintain strong relationships with clients and provide ongoing support for their investment needs.

- Educate clients on various investment products and opportunities.

- Advise clients based on in-house research and promote other financial products listed on IFSC.

- Stay updated with market trends, products, and trading systems.

- Ensure compliance with all internal policies and regulatory requirements.

- Handle specialized activities such as buying/selling of securities and derivatives, and UDR transactions.