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

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.