Equity Dealer

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

Coordinating with Risk Team

Skills Required

Database Management