Sales Lead
3 weeks ago
Greetings from upGrad Rekrut
Our client is a renowned broking firm looking out for an experienced personnel in HNI acquisition & handling as their HNI-DESK HEAD for Mumbai, Pune, Ahmedabad & Nagpur.
Key Responsibilities:
- 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.
If keen, please email at deepika.grover@upgrad.com or whatsapp at 9719198789.
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