Role Overview:
As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & Securities Limited, you will lead the equity advisory function nationwide, focusing on delivering tailored wealth creation ideas and strategies aligned with client profiles. You will collaborate with various teams to enhance client relationships, optimize revenue, and drive business growth through innovative solutions.
Key Responsibilities:
• Lead and mentor a team of HNI advisors to achieve brokerage revenues, equity product sales, client acquisition, and relationship strengthening.• Drive the adoption of research ideas and products to deliver high-impact wealth creation solutions for HNI/Ultra HNI clients.• Develop the knowledge and skills of HNI advisors through training programs and workshops.• Build and nurture personal relationships with the company's top clients.• Assist the sales team in acquiring new clients by showcasing value-added advisory services.• Coordinate with local leadership to align advisory efforts with regional business goals.• Utilize market expertise to identify opportunities and optimize client portfolios.• Monitor key metrics, analyze trends, and report on advisory performance to senior leadership.Qualifications Required:
• Educational Background: Bachelor's or master's degree in finance, Economics, Business Administration, or a related field. Professional certifications such as CFA, CA, or NISM (Series XV - Research Analyst) are highly preferred.• Professional Experience: Minimum 10-15 years in equity advisory, with at least 5 years in a leadership capacity. Strong technical skills in fundamental analysis, technical charting, cash market operations, and derivatives.• Soft Skills: Excellent leadership, communication, and interpersonal skills. Ability to build relationships, drive results, and thrive in a matrix organization.• Other Requirements: Willingness to travel as needed. Proven track record in driving revenue growth, client acquisition, and team development.(Note: Omitting additional details of the company as it was not present in the provided job description) Role Overview:
As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & Securities Limited, you will lead the equity advisory function nationwide, focusing on delivering tailored wealth creation ideas and strategies aligned with client profiles. You will collaborate with various teams to enhance client relationships, optimize revenue, and drive business growth through innovative solutions.
Key Responsibilities:
• Lead and mentor a team of HNI advisors to achieve brokerage revenues, equity product sales, client acquisition, and relationship strengthening.• Drive the adoption of research ideas and products to deliver high-impact wealth creation solutions for HNI/Ultra HNI clients.• Develop the knowledge and skills of HNI advisors through training programs and workshops.• Build and nurture personal relationships with the company's top clients.• Assist the sales team in acquiring new clients by showcasing value-added advisory services.• Coordinate with local leadership to align advisory efforts with regional business goals.• Utilize market expertise to identify opportunities and optimize client portfolios.• Monitor key metrics, analyze trends, and report on advisory performance to senior leadership.Qualifications Required:
• Educational Background: Bachelor's or master's degree in finance, Economics, Business Administration, or a related field. Professional certifications such as CFA, CA, or NISM (Series XV - Research Analyst) are highly preferred.• Professional Experience: Minimum 10-15 years in equity advisory, with at least 5 years in a leadership capacity. Strong technical skills in fundamental analysis, technical charting, cash market operations, and derivatives.• Soft Skills: Excellent leadership, communication, and interpersonal skills. Ability to build relationships, drive results, and thrive in a matrix organization.• Other Requirements: Willingness to travel as needed. Proven track record in driving revenue growth, client acquisition, and team development.(Note: Omitting additional details of the company as it was not present in the provided job description)
