UHNI Advisor plus Sales

Advising UHNI clients, Individual Handling with Minimum AUM 1 Cr & above (MUST)

Advising/ HNI/Ultra HNI clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.

1. Advising/ HNI/Ultra HNI clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.

2. Sourcing & deepening of relationships from existing customer base of customers

3. Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.

4. Develop business, maximize revenue generation & other business vectors

5. Selling Equity based investment ideas to the base & to generate brokerage primarily through advising them on their equity portfolio and work on other business vectors.

6. Should be target-driven, self-starter and effective in servicing skills and conflict management.

7. Perform Trades as per the approval / orders of the customer (Especially, NSE, BSE and F&O) Communicating with clients

8. Skills required - well-versed with ODIN and MS Office

KEY RESPONSIBILITIES AND ACCOUNTABILITIES :

- To maintain a synergetic relationship with Investment Counsellors, to enhance business.

- To keep abreast with the market knowledge and market intelligence.

- Responsible to ensure all activities are in adherence as per Compliance & Risk.

- Provide regular updates to the immediate superior as and when required.

- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business

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