HNI Dealer Large Financial Services - New Delhi, India - Riverforest Connections Private Limited

Description

Job Roles &Responsibilities:

Understandingthe Markets Technical & Fundamental Stock market reports andadvising the same to HNI / UHNI

clients mappedto the Desk or to respective Advisor.

Understanding of Derivative Strategies.

Toimprove Market share in Trading and Delivery calls through ouradvisory calls for the clients mapped to Desk

and the respective Advisor.

Generatedirect brokerage revenues by advising various trading and stockideas based on the market pulse to the

clients.

Regular meetings with Activeclients converting the dormant clients into active.

Regular Regional visit for HNI client meetingsseminar/events.

Cross sell of Third partyfocused products as suggested by the Anand Rathi group (includes MFPMS Structure

Products and others).

The person should be able to acquire HNI / UHNI Clientswith reference from existing clients and other market

references.

Maintaining and submissionof periodic MIS as per the requirement of the ReportingHead.

Revenue generation and increasing therevenue share within the ambit of the internal & externalapproved

policies of RMS and Complianceregularities.

Candidate should have minimumexperience of around 5 years from banking and broking industriesand managing

bank AUM of HNI Clients.

This position reports to AVP/DVP/AVP

Academic requirements

Graduate is preferred

Technical Skills

1. Good Knowledge of capital market

2.Portfolio Management

3. FinancialPlanning

BehavioralSkills

1. Lead from the front (playing captainapproach)

2. Customer Satisfaction

3. Team management.

AGE GROUP PREFERRED

Up to 35Years

"Dealer","Equity","HNI","UltraHNI"