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57 HDFC Securities Jobs

Equity Dealer

4-6 years

₹ 4 - 7L/yr

Palakkad, Kozhikode, Bangalore / Bengaluru

6 vacancies

Equity Dealer

HDFC Securities

posted 11d ago

Job Role Insights

Fixed timing

Job Description


Job Description
Position / Job TitleRelationship Manager- EquitiesDesignationOfficer/ Executive/ Assistant Manager/DM/Manager/Senior ManagerDepartment Branch DealingSub Department Branch DealingReporting To (title) Branch ManagerSuperior’s Superior (title) Cluster Head/ State Head Location Date

  1. Job Purpose

To render financial services to customers to generate revenue through brokerage and third party products.

  1. Dimensions
    what are the areas (in quantitative terms) the job has an impact on?

S.No.ParametersRemark1Revenue Brokerage and TPP products – To be set at the time of Onboard2Products
Equity/ Currency/ DYSIP/ TPP and any other new product launched.
3CustomersActivation of customers, servicing and retention.
Average of 250-350 customers mapped per RM.

  1. Job Context & Major Challenges

What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context:
HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients.

Challenge:

  1. Retaining of customers in competitive markets.
  2. Ensure Compliance while serving the customers.
  3. Dynamic market conditions.







  1. Principal Accountabilities

AccountabilitySupporting ActionsRevenue generationAchieve 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 holds
  • Pay-in and pay-outs of securities and funds.


  1. Job Purpose of Direct Reports


NA

  1. Relationships (If Applicable)

InternalFrequencyNatureRisk Team

Research Team

Operations

Cluster heads/ BM

Product teamDaily

Daily

Daily

Daily

RegularlyCoordination

Get insight about the market movements.

Coordination

Daily operations

Need basisExternalFrequencyNatureCustomers

Bank Representatives

Product Principal
Daily

Daily

RegularlyServicing

Partnering

Product update.

  1. Organization Structure

(Map reporting position, peers- reporting to the same position and subordinates)
Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer
Signature Name
(Job Holder)
(Job Holder’s Supervisor)Date Job AnalystName: Signature:


Employment Type: Full Time, Permanent

Read full job description

HDFC Securities Interview Questions & Tips

Prepare for HDFC Securities Equity Dealer roles with real interview advice

Top HDFC Securities Equity Dealer Interview Questions

Q1. Have you visited hdfc website. What you observe there.
Q2. 1.What is nifty50 2. Which is your fav stock and why
Q3. Difference between mutual fund and derivatives
View all 51 questions

What people at HDFC Securities are saying

3.5
 Rating based on 26 Equity Dealer reviews

Likes

Good staff. Better place for work. Flexible time if sales targets are achieved.

  • Job security - Excellent
  • +1 more
Dislikes

Canteen is not good and very unhygienic as well. Need to do customer care mailing & calling work after trading hours.

  • Salary - Poor
  • +1 more
Read 26 Equity Dealer reviews

Equity Dealer salary at HDFC Securities

reported by 73 employees
₹1.5 L/yr - ₹4.5 L/yr
At par with the average Equity Dealer Salary in India
View more details

What HDFC Securities employees are saying about work life

based on 1.3k employees
69%
43%
53%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

HDFC Securities Benefits

Job Training
Health Insurance
Soft Skill Training
Free Transport
Cafeteria
Team Outings +6 more
View more benefits

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