Senior Equity Advisor

21 hours ago

Kolkata, West Bengal, India AnandRathi Full time ₹ 20,00,000 - ₹ 25,00,000 per year
  • Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
  • 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 reference from existing clients and other market references

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