HNI Dealer

- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients 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 Desk and the respective Advisor. - Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. - 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, Structure Products and others). - The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references. - 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 approved policies of RMS and Compliance regularities. - 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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