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Anand Rathi - HNI Dealer/HNI Advisor Job Opening In Mumbai – Now Hiring Anand Rathi Shares & STocks


Job description

<p>- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.<br/><br/>- Understanding of Derivative Strategies.<br/><br/>- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.<br/><br/>- Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.<br/><br/>- Regular meetings with Active clients, converting the dormant clients into active.<br/><br/>- Regular Regional visit for HNI client meetings, seminar/events.

<br/><br/>- Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others).<br/><br/>- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references.<br/><br/>- Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.<br/><br/>- Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.<br/><br/>- Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.</p> (ref:iimjobs.com)

Required Skill Profession

Sales Representatives, Services


  • Job Details

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