Head of HNI Desk
3 days ago
Company Overview
Anand Rathi Share and Stock Brokers Ltd is a well-established stock broking company that offers a range of financial services to its clients. We are committed to providing excellent customer service and helping our clients achieve their financial goals.
About the Role
We are seeking an experienced professional to join our team as a Head of HNI Desk. The successful candidate will be responsible for managing a team of relationship managers and advisors to acquire and retain high net worth individuals (HNIs) as clients.
Key Responsibilities
- Manage client relationships to ensure long-term loyalty and retention.
- Develop and implement strategies to increase revenue through Equity, Commodity, and Currency market segments.
- Collaborate with other departments to execute cross-selling efforts and promote additional products and services.
- Manage and analyze client portfolios to identify opportunities for growth and optimization.
- Recruit, train, and retain a team of relationship managers and advisors to support HNI client acquisition and retention efforts.
Required Skills and Qualifications
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