PCG - Equities - Desk Head - Bangalore @ Anand Rathi Share

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PCG - Equities - Desk Head - Bangalore

Anand Rathi Share
10 - 20 years
Bengaluru
4 years ago
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Job Description

Handling Team of HNI-Relationship Managers

Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).

Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

Managing relationship of HNI clients, retaining & enhancing advisory relationship

To generate revenue from new clients.

To execute cross sell efforts as per focus of the organization at any given point in time.

To keep one self-updated on the financial markets and in advisory products / services in particular.

Criteria for Recruitment:

Qualification : Graduate/PG/MBA from reputed institute or Graduate from good college.

Experience : Minimum 8to 16 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from Stock Broking companies. Having experience of handling HNI Client acquisitions and Relationship Management & service.

Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Life Insurance/Financial Services
Role: Life Insurance/Financial Services
Employement Type: Full time

Education

Under Graduation: Graduation Not Required, Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: nand Rathi Financial Services Ltd.
Location(s): Bengaluru
Website: https://www.rathi.com

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Keyskills: wealth hni Mutual Funds high networth ultra hni broking elite pcg pms uhni private client group MF portfolio management wealth management high networth individual preferred

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₹ 10,00,000 - 15,00,000 P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Anand Rathi Share

Anand Rathi Shares & Stock Brokers Ltd. Anand Rathi Group is one of IndiaÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance &amp; Advisory, Brokerage &amp; ...

PCG - Equities - Desk Head - Bangalore @ Anand Rathi Share

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