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.