Looking for- HNI Relationship Manager

3 days ago

DoubleTree by Hilton Hotel Gurgaon New Delhi NCR, India AnandRathi Full time

Hiring

Looking for- HNI Relationship Manager:-

  1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence.

  2. Promote Focus Product of the month

  3. Maintain records of business on internal software CRM etc.

  4. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products

  5. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

Functional / Technical Skills

  1. Good Knowledge of capital market

  2. Portfolio Management

  3. Financial Planning

Behavioral Skills

  1. Lead from the front (playing captain approach)

  2. Customer Satisfaction

  3. Team management.

Looking For HNI Dealer:-

  1. Execute the orders on behalf of clients
  2. Confirmations of trade done by EOD
  3. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
  4. Cross promoting of third party products of Anand Rathi to the same Clientele.
  5. Daily processing & confirmation of trades.
  6. Acquiring high value relationships into the HNI Broking vertical (EQUITY).

If You are looking for some exciting opportunity you can directly connect me on this number or you can share me your resume. )

If Anyone else in your network is looking for change you can also refer your friends or colleagues as well.

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