HNI Desk Head

2 days ago

Mumbai, Maharashtra, India AnandRathi Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Job Specifications

Profile

HNI Desk Head

Designation

AVP & above

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).


• 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 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 to

VP/SVP/Region Director

Academic requirements

Post Graduate is preferred

Location

Mumbai

Experience

10-12 Years

Relevant experience

5-7 Years

Team handling experience

5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

  1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning

Behavioral Skills

  1. Lead from the front (playing captain approach)

  2. Customer Satisfaction

  3. Team management.

AGE GROUP PREFERRED

30—40 Years

Competency KRA

Business Acumen

20%

Business Planning and organizing

15%

Vision and Strategic approach

15%

Objective and result oriented

10%

Ability to convince

10%

Analytical

10%

Networking

05%

Risk Management

05%

Mentor & Motivator

05%

HR Skills

05%

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