Investment Services Representative
HDFC securitiesHubli, Republic Of India, IN30+ days ago
Job descriptionMaintain records of all mapped customers portfolio. Maintain records of all branch visits / customer visits. Furnish necessary reports to the Branch Manager. For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds.
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
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Service Representative • Hubli, Republic Of India, IN
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