Anand Rathi - PCG Advisor

Company : Anand Rathi

Job Specifications

Profile :PCG RM

Designation Assistant  : Manager & above

PRIMARY JOB RESPONSIBILITIES

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.

He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.

Promote Focus Product of the month.

Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.

.Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.

Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product

Min. 25-30 client candidate managing.

Min AUM 5-6cr from Equity

This position reports to PCG-Desk Head

Academic requirements Graduate Or Post Graduate

Location Delhi

Experience 5-12 Years

Relevant experience 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS

REQUIRED

Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

Behavioral Skills

1. Go get the Approach

2. Customer Relationship

3. Customer Satisfaction

AGE GROUP PREFERRED 25—35 Years

Competency KRA

RSR -  45%

Non Broking Revenue (NB RSR) - 15%

Monthly Client Meeting (As per CRM) - 10%

New Broking Family Acquisition Yearly (min. 10 lakhs

Cash or 25 lakhs stock transfer per family) - 15%

New Family Revenue (Broking Revenue RSR) 1- 5%