HNI Desk Head - Leading Broking Firm
HNI Desk Head - Leading Broking Firm
Posted on :
26-11-2024
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1 Vacancy
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Job Description
Job Description
- 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 clients 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 organizations research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.
Candidates profile:
- Min 5 years of relevant experience in HNI Client Handling.
- Experience in team handling is a must
- Good knowledge of Capital Market
- Knowledge in Portfolio Management
HNI Client,HNI Client Handling,Ultra HNI,Team Management,Team Handling,Relationship Manager,HNI RM,HNI Advisor,Cross Selling
Employment Type
Full Time
Key Skills
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