Riverforest Connections Private Limited
Location
Delhi | India
Job description
Job Roles & Responsibilities:
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 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 HNI Clients.
This position reports to AVP/DVP/ AVP
Academic requirements
Graduate is preferred
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
3. Team management.
AGE GROUP PREFERRED
Up to 35 Years
\"Dealer\",\"Equity\",\"HNI\",\"Ultra HNI\"
Job tags
Salary
