Digital Relationship Manager Indore

Published date: 2026/11/08
  • Location: Indore, Madhya Pradesh, India
Job Description

Job descriptionPosition:
Relationship Manager (Indore)

Education and Qualifications:
Minimum Bachelor's degree. Preference would be accorded to BFM, BBI, BAF, BMSNISM Capital Market/Insurance/MF modules (Desirable)

Experience: 0 to 3 Years
Key Requirements: 1.Proficient in MS office in both verbal and written Communications.

understanding of capital markets business

Roles and Responsibilities:

point of contact for HNI relationships virtually customers to transact digitally 3.Outbound/Inbound calls to reach to the mapped customer base on daily basis.

to achieve business targets as per assigned portfolio sell/Upsell to increase product penetration 6.Customer onboarding 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. Market. 2.Candidates from Thane/Central line will be preferred.

Designation:
Digital Relationship Manager

Candidates can Walk-in Interview on below address:
Interview on 09th

June Branch Address:
HDFC Securities Limited, , 1st Floor, Khandelwal Motors, Building, 9/1/2, Indore, Madhya Pradesh.
Meet - and ResponsibilitiesRelationship Management & Cross selling of products like Mutual Funds, SIP, Insurance Candidate ProfileFresher and Upto 1 year Experience in BFSI sector Cross SalesGraduate/Post Graduate in any field (Finance Preferred)Excellent Communication Skills & Go Getter AttitudeMin One year experience in similar fieldGood Knowledge about Financial MarketsDesired Candidate Profile GraduationNISM Certified prefered
Company Name: HDFC Securities

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