- Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings seminars/events.
- Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
This position reports to PCGDesk Head
Academic requirements : Graduate Or Post Graduate
Location : Bangalore
Experience : 712 Years
Relevant experience : 5 Years
Team handling experience : NA
Education/Experience
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Go get the Approach
2. Customer Relationship
3. Customer Satisfaction
hni,trading,capital