Job Description
Position / Job TitleSenior Relationship Manager- EquitiesDesignationDM/Manager/Senior ManagerDepartment Branch DealingSub Department Branch DealingReporting To (title) Branch ManagerSuperiors Superior (title) Cluster Head/ State Head Location Date

1. Job Purpose

To render financial services to customers to generate revenue through brokerage and third party products.

1. Dimensions
*what are the areas (in quantitative terms) the job has an impact on?*

S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products
Equity/ Currency/ DYSIP/ TPP and any other recent product launched.
3CustomersActivation of customers, servicing and retention.
Average of 250-350 customers mapped per RM.

1. Job Context & Major Challenges

What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context:
HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.).



This job frontends clients servicing and trading on behalf of clients.

Challenge:

1. Retaining of customers in competitive markets.
2. Ensure Compliance while serving the customers.
3. Dynamic market conditions.

1. Principal Accountabilities

AccountabilitySupporting ActionsRevenue generationAchieve 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, w

📌 Senior Equity Dealer (Bengaluru)
🏢 HDFC Securities
📍 Bengaluru