Senior Relationship Manager

Company Description HDFC securities Ltd., headquartered in Mumbai, has been serving retail and institutional investors across India since 2000. The company offers a wide range of investment products, including equities, derivatives, mutual funds, ETFs, fixed income instruments, and the National Pension Scheme, along with value-added services such as online will writing and tax filing. Customers can trade through multiple digital platforms, including a mobile trading app, desktop trading as well as Call N Trade and dedicated Relationship Managers. HDFC securities operates an integrated 3-in-1 account (Trading + Demat + Savings) With 250+ branches across 190 cities and over 2.1 million customers, it is a preferred trading platform for NSE and BSE participants.
Role Description The Senior Relationship Manager role is a full-time, on-site position based in Muzaffarpur. The role involves managing and growing a portfolio of clients by providing end-to-end investment advisory across equities, derivatives, mutual funds, fixed income products, and other offerings of HDFC securities. The Senior Relationship Manager is responsible for acquiring new customers, deepening existing relationships, and ensuring high levels of client engagement and retention through regular portfolio reviews and proactive communication. Daily tasks include understanding client financial goals, recommending suitable products, executing transactions, coordinating with internal teams for seamless service delivery, and adhering to regulatory and internal compliance standards. The role also requires monitoring market trends, educating clients on digital platforms and tools, and contributing to branch-level business targets and revenue growth.
Qualifications

• Strong client relationship management, customer service, and interpersonal skills to build trust and long-term partnerships.
• Solid knowledge of financial markets, investment products (equities, mutual funds, derivatives, fixed income), and portfolio management concepts.
• Sales and business development capabilities, including lead generation, cross-selling, upselling, and achieving revenue and acquisition targets.
• Excellent communication, negotiation, and presentation skills, with the ability to explain investment solutions clearly and confidently.
• Proficiency in using trading and investment platforms, CRM tools, and standard office software; comfort with digital and mobile-based solutions.
• Ability to work in a fast-paced, target-driven environment with strong analytical, problem-solving, and decision-making skills.
• Bachelors degree in Finance, Commerce, Business, Economics, or a related field; professional certifications such as NISM, NCFM, or equivalent are an advantage.
• Prior experience in broking, banking, or wealth management,