Anand Rathi

Nehru Place, Delhi

Profile HNI-RMDesignation Deputy Manager & abovePRIMARY JOB RESPONSIBILITIES1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. And he/she should have a maximum number of own clients relationships and he/sheshould be aware of local market intelligence.2. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.This position reports to AVP/VPAcademic requirements Graduate is preferredLocation DelhiExperience 5-7 YearsRelevant experience 3-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLSREQUIREDFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.AGE GROUP PREFERRED 3040 Years

Job SpecificationsProfile HNI-DealerDesignation Manager & abovePRIMARY JOB RESPONSIBILITIES- 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 focused 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/DVP/ AVPAcademic requirements Graduate is preferredLocation Pan IndiaExperience 5+YearsRelevant experience 3+YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLSREQUIREDFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.AGE GROUP PREFERRED 2540 Years