NRI Dealer -Mumbai at AnandRathi in Mumbai (All Areas)

Role & responsibilities

• Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to NRI 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 client meetings, seminar/events.
• Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others).
• The person should be able to acquire NRI 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 NRI Clients.

Preferred candidate profile

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

Team management.