HNI Relationship Manager

2 days ago

Hyderabad, Telangana, India AnandRathi Full time
Job Description

The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients.

- 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 clients 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 organizations research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.

Functional/TechnicalSkills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

4. Customer Satisfaction.

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