Equity Dealer

Branch Profitably

• Monitor brokerage of the branch/dealer.
• Monitors Customer calling/trading.
• Monitoring income from other product.
• New addition of customer.

Recruitment & Retention

• Identify certified candidates suitable for hiring.
• Coordinate with recruitment team for speedy on boarding.
• Handholding the team for better performance.
• Align team members with the process and norms of the company.
• Counseling & motivating the team members.
• Conduct team meetings to understand their work experience and offer resolution.

Customer Service

• Activation/Managing of the customer in the branch.
• Resolving customer concerns.
• Ensuring customer satisfaction across all levels.
• Update top customers of all branches of event/market movements.
• Coordinating with research team for advice/review of portfolio for top customers on regular basis.

Relationship Management

• Conduct joint visits to customers and HDFC Bank branch with the Relationship Managers for maintaining and building the relationship.
• Maintaining relations with Cluster Heads from HDFC Bank.
• Coordinate with product/retail team for support.
• Coordinating with the local bank branch for customer references

Overall Smooth functioning of the branch

• Ensuring proper infrastructure/IT in the branch.
• Ensuring adherence of company norms, processes and regulations.
• Ensuring coordination and cordiality between each member/department of the branch.
• Ensure branch is well maintained and clean.
• Ensure connectivity in the branch.

Database Management

Maintain all records as per guidelines

• Maintain records of all mapped customers portfolio.
• Maintain records of all branch visits/ customer visits.

Team management & People Development

• Manage a team of Relationship Managers.
• Grooming employees to take up larger roles.
• Conduct regular and refresher training of all products for the team.

Adhere to Compliance norms

• Ensuring all systems are working fine and as per compliance (CLIP/ VRS/ Jamoon)
• Ensure strict adherence of risk & compliance norms.
• Conduct random VRS checks.