HNI Desk Head

20 hours ago

Pune, Maharashtra, India Huntsmen and Barons Full time ₹ 88,800 - ₹ 30,00,000 per year

PRIMARY JOB RESPONSIBILITIES

 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).

 Analysing & 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 organisation's research and advisory suggestions to the clients being generated from time to time.

 Submission of periodic MIS reports as per the requirements of the business.

Job Type: Full-time

Pay: ₹2,000, ₹3,000,000.00 per year

Work Location: In person

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