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Investment Solutions Associate
Investment Solutions AssociateHDFC securities • Chennai, Republic Of India, IN
Investment Solutions Associate

Investment Solutions Associate

HDFC securities • Chennai, Republic Of India, IN
7 days ago
Job description

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.
  • A nti M oney L aundering.
  • 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.
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    Investment Associate • Chennai, Republic Of India, IN

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