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Vice President @ AnandRathi

Home > BFSI, Investments & Trading - Other

 Vice President

Job Description

Roles and Responsibilities :

  • Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.
  • Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
  • Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).
  • Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI.
  • Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
  • Promote the organizations research and advisory suggestions to the clients being generated from time to time.
  • Submission of periodic MIS reports as per requirements of the business.

  • Job Requirements :
  • 8-20 years of experience in equity broking or related field with expertise in HNI client handling.
  • Proven track record of successful HNI acquisition and retention.
  • Strong understanding of various investment products such as equities, bonds, mutual funds etc. .
  • Excellent communication skills with ability to build strong relationships with HNIs.

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: AnandRathi
Location(s): Mumbai

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Keyskills:   HNI Wealth Management HNI Sales Portfolio Management Ultra Hni Equity Broking Equity Sales HNI Acquisition HNI Client Handling Revenue Generation Investment Products

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₹ 18-30 Lacs P.A

AnandRathi

\\\\n\\\\n A Short Profile30 glorious years. Established in 1996.We are a software product company with HQ in India and offices in Southeast Asia, the Middle East, and Africa. Thousands of restaurant and retail brands trust our RanceLab ERP in 50 countries, and it is available in 20 languages. We h...

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