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 ManagementMaintain 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.