HNI Dealer

AnandRathi; Pune District, Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

AnandRathi is seeking a seasoned relationship manager to cater to HNI/UHNI clients in Pune. You will advise on markets, derivatives strategies, and create trading ideas to generate brokerage revenues. Regular client meetings and regional travel are required to expand the client base and cross-sell products.

Ideal candidates have banking/broking experience (5+ years), strong capital market knowledge, and leadership skills to drive performance and client satisfaction.

Qualifications

• Good knowledge of capital market.
• Portfolio management experience.
• Financial planning experience.
• Lead from the front and take ownership.
• Focus on customer satisfaction.
• Experience in team management.

Responsibilities

• Understand markets and stock reports and advise HNI/UHNI clients.
• Understand derivative strategies and advise accordingly.
• Improve market share via advisory calls mapped to the desk.
• Generate direct brokerage revenues through trading ideas.
• Meet active clients regularly and convert dormant clients.
• Travel regionally for HNI client meetings and events.
• Cross-sell third-party products (MF, PMS, structured products).
• Acquire HNI/UHNI clients through referrals and market contacts.
• Maintain and submit periodic MIS to Reporting Head.
• Ensure revenue growth within RMS and compliance norms.

Skills

Capital market

Portfolio management

Financial plan

Leadership

Customer satisfaction

Team management

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.
• 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.

Preferred candidate profile :

• Good Knowledge of capital market
• Portfolio Management
• Financial Plan
• Lead from the front (playing captain approach)
• Customer Satisfaction
• Team management