Sr Equity & Institutional Dealer - HNI

Our client is India’s largest integrated financial services providers with a 25+ year operating history. It covers the entire spectrum of financial services such as Stock Broking, Commodities Broking / Finance, Registry Services, Depository services, Merchant Banking & Corporate Finance, IPO distribution, Investment Banking, Realty Services, Insurance Broking/Distribution, and Distribution of Financial products like mutual funds, bonds, Personal Finance Advisory Services, BPO / Technology Services, Wealth Management and Loans.

It has a pan-India presence with over 909 offices in 616 locations across India and overseas at Dubai and New York and has over 9,000 highly qualified staff.

Profile of the candidate:

- Minimum 7-12+ years of experience in financial services wealth management domain.

- Should be handling HNI, Corporate Clients and dealing.

- Must be in an acquisition role, where the minimum ticket size is at least Rs 15 lacs TRV (Total Relationship Value)

- Should have existing HNI Clients in local markets and a minimum book size of 25 -30 crore in Margin Trading funding and a minimum brokerage revenue of 60-70 Lakhs per annum.

- Should have understanding of Markets.

Job Description & KRAs:

- Responsible for enrolling new clients for Broking and Margin Trading Funding clients and taking care of the dealing for both Spot and F&O.

- Responsible for enrolling the HNI/Corporate clients with financing business.

- Minimum Margin from clients should not be less than 15 Lakhs

- Should be having minimum brokerage revenue of 60-70 Lakhs per annum.

- Margin funding existing book should not be less than 25-30 crore.

- Enhancing relationship by appropriate servicing and cross-selling the products to them.