Equity Relationship Manager

Job description

Revenue generation

Achieve Targets

• Achieving the targets by generating brokerage through dealing.
• Generating revenue through third party products.

Compliance

• Adhere to dealing room conduct.
• Ensure the internal processes and systems are followed.
• Maintaining VRS records for all the trades.
• Following the code of conduct.
• A nti M oney L aundering.
• Ensure proper certification and renewal.

Relationship Management

• Conduct client visits.
• 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.