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Sales Lead

1 month ago

Mumbai, Maharashtra, India upGrad Rekrut Full time

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 or whatsapp at 9719198789.