HDFC securities
Website:
hdfcsec.com
Job details:
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.
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