Anand Rathi - Desk Head - HNI (10-13 yrs)

- Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.

- Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.

- Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).

- Analyzing & monitoring the client's portfolio and render advisory services for securing high ROI.

- Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).

- Promote the organization's research and advisory suggestions to the clients being generated from time to time.

- Submission of periodic MIS reports as per requirements of the business.