Anand Rathi Shares Stock Brokers - Cluster Head

Key Responsibilities:

Leadership and Team Management:

- Lead and manage a team of Relationship Managers, Advisors, and other equity professionals across multiple branches or clusters.

- Drive team performance by setting clear targets and ensuring their achievement.

- Provide regular training, coaching, and mentorship to enhance team skills and capabilities.

Business Development and Revenue Generation:

- Develop and implement strategies to achieve revenue and business targets in the equity market segment.

- Drive client acquisition, retention, and portfolio expansion through personalized investment solutions.

- Identify and pursue cross-selling and up-selling opportunities for other financial products.

Client Relationship Management:

- Maintain strong relationships with high-net-worth individuals (HNIs) and institutional clients.

Understand client investment goals, risk tolerance, and financial needs to provide tailored equity solutions.

- Address and resolve client queries, ensuring high levels of satisfaction and trust.

Market Analysis and Strategy:

- Monitor equity market trends, analyze industry data, and provide insights to the team.

- Support the development and implementation of new business opportunities for treaty clients and

potential clients, focusing strongly on opportunities that will enhance VANB for the company.

- Responsible for the overall client relationship for specified clients and work with other MR departments to ensure growth and profit contribution from specific clients.

- Be a Relationship Manager for several clients, identify business development opportunities, and facilitate in meeting business targets.

- Support clients in New Business Initiatives: Conduct client workshops to understand client business philosophy and uncover client product-related needs. Thereafter, produce product recommendations and capital solutions for clients based on methodical and rigorous analysis.

- Manage existing business: Monitor and manage clients' treaty business, including profitability and risk exposure. Focus on developing organic growth in existing treaties and rehabilitating loss-making treaties.

- Document reinsurance terms in quotations/treaties and facilitate final treaty negotiations.

- Highlight the services and offerings the company can provide and ensure MR is the first-choice partner for clients. Coordinate internally effectively to ensure maximum client satisfaction.

- Liaise with regional counterparts to share information and expand service offerings to clients.

- Promote the company and its expertise through initiatives, including presentations, seminars, client meetings, publications, and surveys.

- Build individual and company's visibility in the Indian market.

Required Qualifications & Skills:

- Excellent written and spoken English.

- 5+ years of experience in Actuarial and related fields.

- Ability to independently manage interactions with technical actuarial, underwriting, finance teams, regional stakeholders, and external parties.

- Superior interpersonal and time management skills.

- A solutions-based approach with the ability for complex problem-solving.

- Strong analytical abilities, including mathematical and statistical concepts.

- Strong command of MS Office, PowerPoint, and Excel.

- Knowledge of data gathering and manipulation techniques and tools such as Access, SQL.

- Willing to travel as needed.

- Thorough knowledge of products and regulations relating to the Indian insurance industry.