Job Description

Accountability

Supporting Actions

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 por...

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