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Financial Services Consultant

Financial Services Consultant

HDFC securitiesHubli, Republic Of India, IN
30+ days ago
Job description

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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    Financial Consultant • Hubli, Republic Of India, IN

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