HNI Dealer
2 days ago
Job SpecificationsProfileHNI-Dealer
DesignationDeputy Manager & abovePRIMARY 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 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.
This position reports toAVP/VPAcademic requirementsGraduate is preferredLocationPan IndiaExperience 5-7 YearsRelevant experience3-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional / Technical Skills
- Good Knowledge of capital market
- Portfolio Management
- Financial Planning
Behavioral Skills
- Lead from the front (playing captain approach)
- Customer Satisfaction
- Team management.
AGE GROUP PREFERRED2540 Years
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