Job Title

Revenue generation Achieve Targets - Achieving the targets by generating brokerage through dealing. - Generating revenue through third party products. Compliance - Adhere to dealing room conduct as prescribed by the HSL. - Ensure the internal processes and systems are followed. - Maintaining VRS records for all the trades. - Following the code of conduct. - Anti Money Laundering. - Ensure proper certification and renewal. Relationship Management - Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. - Prompt service to the clients. - Advising and updating customers with daily movements in the stocks, with the help of research. - Managing the portfolio of clients with minimal errors/ losses. - Activating dormant clients. Database Management Maintain all records as per guidelines - Maintain records of all mapped customers portfolio. - Maintain records of all branch visits/ customer visits. - Furnish necessary reports to the Branch Manager. Coordinating with Risk Team - For limit enhancement. - Approval for illiquid and T group shares. - Collateral holds - Pay-in and pay-outs of securities and funds.