HNI Desk Head

4 weeks ago


Mumbai, India Peoplemint Consultants Full time

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


  1. 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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