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High Net Worth Acquisition Specialist
2 weeks ago
Company Overview: Greetings from upGrad Rekrut. Our client is a renowned broking firm seeking an experienced professional to lead their High Net Worth (HNI) acquisition and handling efforts as the HNI-DESK HEAD for key regions.
Key Responsibilities:
- Acquire HNI & Ultra HNI clients with a primary focus on generating broking revenue through Equity, Commodity, and Currency market segments.
- Recruit, train, and retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
- Manage new and existing HNI client relationships with a focus on revenue generation through Equity/Commodity/Currency market segments.
- Analyze and monitor clients' portfolios, providing advisory services for securing high returns on investment.
- Execute cross-sell efforts on focused products promoted by the organization.
- Promote the organization's research and advisory suggestions to clients.
- Submit periodic MIS reports as required by the business.
