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Private Client Group - Advisors & Relationship Managers

4.00 to 9.00 Years   Mumbai City   15 Nov, 2021
ANAND RATHI SHARE AND STOCK BROKERS LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

JD for PCG RM :

  • It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
  • Promote Focus Product of the month
  • Maintain records of business on internal software CRM etc.
  • Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products
  • Candidate should have minimum experience of around 5years from banking and broking industries and managing bank AUM of HNI Clients.
JD for PCG Advisor
  • 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.
  • Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.

Keyskills :
businessmarketingbankingnetworking

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