HNI Desk Head
1 week ago
Job Specifications
Profile
HNI Desk Head
Designation
AVP & above
PRIMARY JOB 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.
This position reports to
Regional Director
Academic requirements
Post Graduate is preferred
Experience
10-12 Years
Relevant experience
5-7 Years
Team handling experience
5-7 Years
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
Functional / Technical Skills
- Good Knowledge of capital market
Portfolio Management
Financial Planning
Behavioral Skills
Lead from the front (playing captain approach)
Customer Satisfaction
Team management.
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