Equity Dealer

Anand Rathi

Job Specifications

Profile HNI-Dealer

Designation 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 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.

This position reports to AVP/DVP/ AVP

Academic requirements Graduate is preferred

Location Pan India

Experience 5+Years

Relevant experience 3+Years

Team handling experience NA

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS

REQUIRED

Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)

2. Customer Satisfaction

3. Team management.

AGE GROUP PREFERRED 25—40 Years

• Experience

  3 - 9 Years

• No. of Openings

  4

• Education

  B.A, B.B.A, B.Com, B.Sc

• Role

  Equity Dealer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office