HNI Dealer
Anand Rathi is seeking an HNI Dealer to advise high-net-worth clients on market strategies and stock ideas. The role involves managing HNI/UHNI portfolios, driving brokerage revenue through advisory calls, and cross-selling financial products. You will also be responsible for client acquisition and regular portfolio meetings. A strong background in the banking and broking sector is required to succeed in this role.
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Experience
5+ years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
Anand Rathi is seeking an HNI Dealer to advise high-net-worth clients on market strategies and stock ideas. The role involves managing HNI/UHNI portfolios, driving brokerage revenue through advisory calls, and cross-selling financial products. You will also be responsible for client acquisition and regular portfolio meetings. A strong background in the banking and broking sector is required to succeed in this role.
TAL's take
Solid role within a recognized, established financial firm, though the scope is standard for a wealth management dealer position.
The JD clearly outlines the responsibilities, target client base (HNI/UHNI), and required background in banking and broking.
Must haves
- Minimum 5 years experience in banking and broking industries
- Experience managing bank AUM of HNI clients
- Understanding of technical and fundamental stock market reports
- Understanding of derivative strategies
- Ability to acquire HNI/UHNI clients
- Good communication skills
About the company
Established financial services firm with a long-standing market presence in India.
Posts mentioning Anand Rathi Share and Stock Brokers Ltd
NEWME Raises $18 Million to Expand Omnichannel Presence
- NEWME, a fashion brand for Gen Z women, has secured $18 million in a funding round led by Accel, with participation from Fireside Ventures and AUM Ventures. - The capital will be used to enhance the company's omnichannel presence and improve its supply-chain technology, according to CEO Sumit Jasoria. - NEWME plans to open 40-50 stores in 20 key cities, including Guwahati, Shillong, and Imphal, over the next 12-18 months. - The funding comes as more companies focus on the Gen Z market, with competitors like Lyskraft and major players like Flipkart and Myntra also targeting this demographic. - Accel's Anand Daniel highlighted the potential of D2C brands in India's retail sector, which is projected to reach $2.2 trillion by 2030. Source: Moneycontrol - tinyurl.com/29nkuujy
Reliance Signs Historic MoU with Maharashtra
- Reliance Industries and Maharashtra government ink a historic Rs 3.05 lakh crore MoU at WEF Davos 2025, promising over 3,00,000 jobs. - CM Fadnavis hails the investment as a major boost for the state's growth across sectors like new energy, retail, and high-tech manufacturing. - Anant Ambani praises the visionary leadership of CM Fadnavis and PM Modi, emphasizing RIL's commitment to 'New India'. Source: [Business News India](https://www.businesstoday.in/wef-2025/story/wef-2025-reliance-signs-mou-worth-rs-305-lakh-cr-with-maharashtra-govt-to-generate-3-lakh-job-opportunities-461800-2025-01-23), [Moneycontrol](https://www.moneycontrol.com/news/business/davos-summit/davos-2025-reliance-industries-inks-mou-to-invest-rs-3-05-lakh-crore-in-maharashtra-to-create-3-lakh-jobs-12917551.html)
Delhi's Air Quality Plummets to Hazardous Levels
- **Delhi's AQI** dropped to **293**, categorized as 'Poor'. - **Thick fog** visible in areas like **Akshardham** and **Anand Vihar**. - **BJP leader** criticizes AAP for the pollution crisis. - **GRAP-1 measures** include dust control and anti-smog guns. - **Residents** report **breathing difficulties** and **eye irritation**. Source: [Mint](https://www.livemint.com/news/delhis-air-quality-hits-red-zone-at-293-aqi-all-you-need-to-know-about-worsening-weather-conditions-11729245164341.html), [The Economic Times](https://economictimes.indiatimes.com/news/politics-and-nation/delhi-pollution-thick-layer-of-fog-engulfs-national-capital-aqi-drops-to-293-bjp-blames-aap-govt/videoshow/114346373.cms), [Hindustan Times](https://www.hindustantimes.com/india-news/delhis-air-quality-plummets-to-poor-category-aqi-reaches-292-gopal-rai-reacts-101729231431331.html), [Business News India](https://www.businesstoday.in/india/story/delhi-air-pollution-delhi-shrouded-in-smog-as-air-quality-declines-to-poor-aqi-at-293-450594-2024-10-18), [Zee News](https://zeenews.india.com/india/delhi-chokes-as-aqi-deteriorates-residents-struggle-to-breathe-2808443.html)