- LocationNew Delhi, India
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IndustryBanking / Financial Services / Broking
Job Responsibility:
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Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
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Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
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To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
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Regular meetings with Active clients, converting the dormant clients into active Clients.
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Regular Regional visits for HNI client meetings, seminars/events.
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Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others).
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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