PCG- RM

Anand Rathi Share and Stock Brokers Ltd; Delhi; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Delhi invites experienced sales professionals to build a high-net-worth client base. The role focuses on acquiring HNI clients through networking, database insights, and market intelligence, while promoting Focus Product of the month.

The candidate should manage an AUM of 5-6 Cr in equity and related products, handle 12-15 Cr AUM in equity & investment products, and sustain 25-30 client relationships.

Qualifications

• Graduate or postgraduate degree.
• 7-10 years of experience in relevant field.
• Experience in banking and broking industries with HNI AUM handling.

Responsibilities

• Acquire quality base HNI clients through networking, database, and market intelligence.
• Promote Focus Product of the month.
• Acquire HNI clients and sell MF, Insurance, PMS, and structured products.
• Manage bank AUM of HNI clients.
• Handle 12-15 Cr of AUM in Equity & Investment products.
• Maintain minimum 25-30 client base.

Skills

HNI client acquisition

Networking

Market intelligence

Promoting Focus Product

Banking & broking experience

AUM management

Large client base (25-30 clients)

Equity AUM 5-6 Cr

Education

Graduate or Post Graduate

Job description

• Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
• He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
• Promote Focus Product of the month.
• Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
• .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
• Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
• Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity

This position reports to:- PCG-Desk Head

Academic requirements:- Graduate Or Post Graduate

Experience :- 7-10 Years