Senior Relationship Manager

Company Description HDFC securities Ltd., headquartered in Mumbai, has been serving retail and institutional investors since 2000. The company offers a comprehensive range of investment products, including equities, derivatives, mutual funds, bonds, NCDs, fixed deposits, ETFs, IPOs/OFS, and the National Pension Scheme, supported by value-added services such as online will writing and tax filing. It provides multiple digital trading platforms, including a mobile app, desktop trading,along with Call N Trade services and dedicated Relationship Managers. HDFC securities is recognized as a preferred trading platform on NSE and BSE through its integrated 3-in-1 account (Trading, Demat, Savings), and operates 250+ branches across 190 cities, serving more than 2.1 million customers. The company is also active in CSR initiatives in education, water, sanitation, financial awareness, and medical assistance.
Role Description The Senior Relationship Manager is a full-time, on-site role based in Muzaffarpur, focused on managing and growing a portfolio of retail and high-value clients. This role involves acquiring new customers, deepening existing relationships, and promoting the full range of HDFC securities investment and trading products. The Senior Relationship Manager will conduct regular client meetings, understand financial goals, provide suitable product recommendations, and ensure high service standards and customer satisfaction. Responsibilities include monitoring client accounts and transaction activity, addressing service issues, coordinating with internal teams for seamless onboarding, and supporting digital platform adoption. The role also entails achieving revenue and activity targets, ensuring compliance with regulatory guidelines, and maintaining accurate documentation and reporting.

• Candidates should possess strong client relationship management and customer service skills, with the ability to build trust, retain clients, and handle queries professionally.
• Candidates should possess sales, cross-selling, and portfolio development skills, including experience in achieving targets and promoting diverse financial products.
• Candidates should possess knowledge of capital markets and investment products such as equities, derivatives, mutual funds, bonds, and NPS, along with a clear understanding of trading and Demat operations.
• Candidates should possess communication, negotiation, and presentation skills to explain complex financial concepts clearly and support informed client decisions.
• Candidates should possess basic digital and analytical skills to use trading platforms, CRM tools, and reports for tracking client activity and performance.