Hni Dealer - Delhi, Delhi, India - Riverforest Connections
Description
Job Roles & Responsibilities:
- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI
- Understanding of Derivative Strategies.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk
- Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the
- 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, Structure
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market
- 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
bank AUM of HNI Clients.
This position reports to AVP/DVP/ AVP
Academic requirements
Graduate is preferred
Technical Skills
- Good Knowledge of capital market
- Portfolio Management
- Financial Planning
- Lead from the front (playing captain approach)
- Customer Satisfaction
- Team management.
AGE GROUP PREFERRED
Up to 35 Years
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