Accountability
Supporting Actions
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 referencesOverall 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. Read LessAccountability
Supporting Actions
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 referencesOverall 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. Read LessAccountability
Supporting Actions
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 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 holdsPay-in and pay-outs of securities and funds. Read Less