Equity Manager

2 weeks ago


New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

Job Specifications

Profile-PCG Advisor

Designation Manager & above

PRIMARY JOB RESPONSIBILITIES

  • Understanding the Markets, Technical & Fundamental Stock market reports, and advising the same to HNI / UHNI clients mapped to the Desk or to respective advisors.
  • Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
  • To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
  • Regular meetings with Active clients, converting the dormant clients into active Clients.
  • Regular Regional visits for HNI client meetings, seminars/events.
  • Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).
  • The person should be able to acquire HNI / UHNI Clients with references from existing clients and other market references


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