Equity Dealer(HNI)-Bangalore

1 week ago

Bengaluru, Karnataka, India AnandRathi Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Role & 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 focussed 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.
  • Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.

Preferred candidate profile

Functional / 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

Team management.

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