HNI Dealer

Job Description

Job Description:

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• Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
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• Understanding of Derivative Strategies.
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• To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.
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• Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.
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• Regular meetings with Active clients, converting the dormant clients into active.
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• Regular Regional visit for HNI client meetings, seminar/events.
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• Cross sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others).
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• The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references.
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• Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.
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• Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.
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Preferred candidate:

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• Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.
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• Candidate should have good communication skills
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• Candidate should be a team player.
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