Client Portfolio Advisor (Equities)

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.
• Anti Money Laundering.
• 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 client...