- Achieving the targets by generating brokerage through dealing.
- Generating revenue through third party products.
Relationship Management
- Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.
- 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.
Preferred candidate profile
- 4+ Years exp in BFSI (broking exp. preferable)
- Knowledge about stock markets & equity products