HNI Desk Head

```html About the Companyhttps://anandrathi.com/ About the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by...

```htmlAbout the Company the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the...

```htmlAbout the CompanyAbout the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on...

Job SpecificationsProfileHNI-DealerDesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIESUnderstanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Understanding of Derivative Strategies.To improve Market share in Trading and Delivery calls through our...

**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...

Position: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...

Role :- Tour Department Operations HeadIndustry :- Travel and TourismQualification :-UG: Any GraduatePG: Any PostgraduateExperiance :- 10+ years of experience in the travel industryCTC :- Best in Market (based on candidate profile and experience)Key ResponsibilitiesDesign and manage bespoke international luxury tour packages.Oversee bookings for tours,...

Role: Tour Department Operations HeadIndustry Type: Travel & TourismDepartment: Tour Department (Domestic & International)Are you a travel visionary ready to lead a team and craft extraordinary experiences?We're looking for a Tour Head with 10+ years of experience in luxury and international travel operations.Key Responsibilities:Lead and mentor the FIT...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" • Managing PL of the Region and Building up Market Share• Owning and Establishing Tata Capital Wealth Management Brand for the regions• Recruitment, Nurturing talent,Hand Holding• Reviewing...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...