HNI Dealer

About the Company

Anand Rathi is committed to providing exceptional financial services and solutions, focusing on the needs of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). Our mission is to enhance our clients' financial well-being through expert advice and innovative strategies.

About the Role

The role involves understanding the markets, providing technical and fundamental stock market reports, and advising HNI/UHNI clients. The candidate will work closely with the desk and respective advisors to improve market share and generate brokerage revenues.

Responsibilities

• 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.

Qualifications

Candidate should have minimum experience of around 5 years broking industries and managing the AUM of HNI Clients.

Required Skills

• Strong understanding of stock market dynamics.
• Excellent communication and interpersonal skills.
• Proven ability to generate revenue and manage client relationships.

Preferred Skills

• Experience in advising HNI/UHNI clients.
• Knowledge of derivative strategies and third-party products.

Pay range and compensation package

Compensation details will be discussed during the interview process.

Equal Opportunity Statement

Anand Rathi is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.