Vice President at ProGrace HR
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Head - Family Office/Corporate Broking (10-19 yrs)
Segment/Clients that he/she will cater to :
- This person will oversee the entire desk operations, he will have to have understanding of trading software, operations, margin protocol and fundamental knowledge to speak to clients. These will be ultra HNI, who will have a large equity portfolio to trade in the markets, essential role requirement is to get broking commission from these clients by marketing them ideas.
Purpose of the role
- This role will be responsible for day today running of the desk and for revenues of the desk. The person will have to manage the critical day today issues, in terms of client resolutions and enable team to process the business. Also responsible for the strategic thinking on how to grow this desk, new client acquisition, managing team.
Key working relationships
Internal: team management, sr management reporting, Liaoning with operations, and compliance, managing daily trading limits.
External: person must possess these relationships, names like Rare, Enam, Lucky, Param, OM, Entrust, Catemaran, are the few names he must have connect with
Key Activities ( 3 Core KRAs).
- Revenue responsibility
- Team Management
- Managing existing relationships and growing the revenue pool
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