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ANANDRATHI PCG EQUITY SHARES AND STOCK BROKERS

5.00 to 10.00 Years   Bangalore   19 Jun, 2024
Anand Rathi Financial Services Limited
Job LocationBangalore
EducationNot Mentioned
SalaryRs 6 - 12 Lakh/Yr
IndustryBroking
Functional AreaSecurities TradingEquity Research
EmploymentTypeFull-time

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
    • Location Mumbai
    • Experience 5-12 Years
    • Relevant experience 5-7 Years
    • Team handling experience NA
    • FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
    • Functional / Technical Skills
    • 1. Good Knowledge of capital market
    • 2. Portfolio Management
    • 3. Financial Planning
    • Behavioral Skills
    • 1. Go get the Approach
    • 2. Customer Relationship
    • 3.Customer Satisfaction
    • AGE GROUP PREFERRED 2535 Years
    • Competency KRA
    • RSR45%Non Broking Revenue (NB RSR)15%Monthly Client Meeting (As per CRM)10%New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)15%New Family Revenue (Broking Revenue RSR)15%RSR 45% Non Broking Revenue (NB RSR) 15% Monthly Client Meeting (As per CRM) 10% New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 15% New Family Revenue (Broking Revenue RSR) 15%
    • RSR 45%
    • Non Broking Revenue (NB RSR) 15%
    • Monthly Client Meeting (As per CRM) 10%
    • New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 15%
    • New Family Revenue (Broking Revenue RSR) 15%

Keyskills :
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