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Digital Relationship Manager

3 months ago   Financial Services   Bengaluru   55 views Reference: 26322
Job Details
Digital Relationship Manager
Hdfc Securities


Digital Relationship Manager


Minimum Bachelor's degree. Preference would be accorded to BFM,

BBI, BAF, BMS NISM Capital Market/Insurance/MF modules (Desirable)

Key Requirements:

Proficient in MS office Fluent in both verbal and written communications.

Basic understanding of capital markets business

Roles and Responsibilities:

1. Single point of contact for HNI relationships virtually

2. Assist customers to transact digitally

3. Outbound/Inbound calls to reach to the mapped customer base on daily basis.

4. Strive to achieve business targets as per assigned portfolio

5. Cross sell/Upsell to increase product penetration

6. Customer on boarding and activation 7. Proactive retention of customers

8. Interact with clients on research calls, advisory to keep Clients active & increase revenue

9. Converting and generating revenue from dormant customers. 10. Resolving Customer Query.

Who can apply:

1. Candidates looking forward to make their career in Capital Market.

2. Local Candidates are preferred

Contact - Vishwas Please contact the HR on the mobile number mentioned below.

Company Description
HDFC Securities Limited is a financial services intermediary and a subsidiary of HDFC Bank, a private sector bank in India.
HDFC securities was founded in the year 2000 and is headquartered in Mumbai with branches across major cities and towns in India.