Job Specifications

Profile: HNI-Dealer

Designation: Deputy Manager & above

PRIMARY JOB 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 ...