Job Responsibility:

• Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. 

• Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. 

• To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. 

• Regular meetings with Active clients, converting the dormant clients into active Clients. 

• Regular Regional visits for HNI client meetings, seminars/events.  

• Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). 

• The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references 

Functional Technical Skills:

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Note: Candidate only from Broking Industry is preferred