HNI Dealer, Sangli

Job Description: - 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 focused 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. Location: Pune. Preferred candidate: - Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients. - Candidate should have good communication skills - Candidate should be a team player.