Equity Advisor

Anand Rathi Share and Stock Brokers Ltd; Delhi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Delhi seeks a proactive advisor to understand markets and provide Stock market insights to HNI/UHNI clients mapped to the desk or advisor. You will generate brokerage revenue by proposing trading ideas and cross-selling Anand Rathi products and third-party solutions.

You will lead client meetings, regional visits, and seminars to grow market share in trading, delivery, and advisory services, while cultivating active and dormant clients into sustained

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.
• 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.
• Cross-sell of Third-sparty 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 references from existing clients and other market references.

Job description

• 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.
• Cross-sell of Third-party 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 references from existing clients and other market references.