Client Portfolio Manager

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 a...