Hni Dealer

Job Description

Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNIclients 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 Deskand the respective Advisor.Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to theclients.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, StructureProducts and others).The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other marketreferences.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 approvedpolicies of RMS and Compliance regularities.Candidate should have minimum experience of around 5 years from banking and broking industries and managingbank AUM of HNI Clients.This position reports to AVP/VPAcademic requirementsGraduate is preferredLocation Pan IndiaExperience 5-7 YearsRelevant experience 3-7 YearsTeam handling experienceNAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional/Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills 1. Lead from the front (playing captain approach) 2. Customer Satisfaction 3. Team management.PREFERRED AGE GROUP25-40 Years

Keyskills :
structured productsinvestmentpmsmutual fundsinvestment productsderivativespdcts.