Job Description
Hi,
Greetings from Anand Rathi Financial Services!!
Location: Mumbai
JD for PCG Advisor:
1.Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
2.Understanding of Derivative Strategies.
3.To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.
4.Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.
5.Regular meetings with Active clients, converting the dormant clients into active.
6.Regular Regional visit for HNI client meetings, seminar/events.
7.Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes MF, Insurance, PMS, Structure Products and others).
8.The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references.
9.Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.
10.Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.
Interested candidates please mail your resume on sa**********e@ra**i.com
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Financial Services/Stock Broking
Role: Financial Services/Stock Broking
Employement Type: Full time
Education
Under Graduation: Graduation Not Required, Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: nand Rathi Financial Services Ltd.
Location(s): Mumbai
Keyskills:
wealth
trading
commodity
brokerage
hni
advisory
dealing
ultra HNI
investment
broker
equity
sales
broking
relationship manager
advisor
elite
relationship management
pcg
portfolio
aum
high net worth
uhni
RM
acquisition