HNI Desk Head

3 days ago

Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

ProfileHNI Desk HeadDesignationAVP & abovePRIMARY JOB RESPONSIBILITIESAcquisition 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 client's 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 organization's research and advisory suggestions to the clients being generated from time to time.Submission of periodic MIS reports as per requirements of the business.This position reports toVP/SVP/Region DirectorAcademic requirementsPost Graduate is preferredLocationMumbaiExperience10-12 YearsRelevant experience5-7 YearsTeam handling experience5-7 YearsFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional / Technical Skills1. Good Knowledge of capital market 2. Portfolio Management 3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.NISM 8 mandatoryAGE GROUP PREFERRED30—40 YearsCompetency KRABusiness Acumen20%Business Planning and organizing15%Vision and Strategic approach15%Objective and result oriented10%Ability to convince10%Analytical10%Networking05%Risk Management05%Mentor & Motivator05%HR Skills05

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