Hni Dealer

5 months ago

Delhi Delhi, India Riverforest Connections Full time

**Job Roles & Responsibilities**:

- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI

clients mapped to the Desk or to respective Advisor.
- Understanding of Derivative Strategies.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk

and the respective Advisor.
- Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the

clients.
- Regular meetings with Active clients, converting the dormant clients into active.
- Regular Regional visit for HNI client meetings, seminar/events.
- Cross sell of Third party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure

Products and others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market

references.
- Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.
- Revenue generation and increasing the revenue share within the ambit of the internal & external approved

policies of RMS and Compliance regularities.

bank AUM of HNI Clients.

This position reports to AVP/DVP/ AVP

Academic requirements

Graduate is preferred

Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)

2. Customer Satisfaction

3. Team management.

AGE GROUP PREFERRED

Up to 35 Years

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