Job DescriptionJob Description:
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- Understanding theMarkets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. N
- Understanding of Derivative Strategies. N
- To improve Market sharein Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. N
- Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. N
- Regular meetings with Active clients, converting the dormant clients into active. N
- Regular Regional visit for HNI client meetings, seminar/events. N
- Cross sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others). N
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references. N
- Maintaining and submission of periodic MIS as per the requirement of the Reporting Head. N
- Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities. N
nPreferred candidate:
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- Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients. N
- Candidate should have positive communication skills N
- Candidate should be a team player. N