HNI desk head

10 hours ago


Ahmedabad, Gujarat, India Zigsaw Full time ₹ 12,00,000 - ₹ 18,00,000 per year

PRIMARY JOB RESPONSIBILITIES
 Acquisition of HNI & amp Ultra HNI clients with primary focus on generation of broking revenue through
Equity / Commodity / Currency market segments.
 Recruit Train & amp 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 & amp monitoring the client&rsquo 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&rsquo 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 Regional Director
Academic requirements Post Graduate is preferred
Location Delhi
Experience 10-12 Years
Relevant experience 5-7 Years
Team handling experience 5-7 Years
FUNCTIONAL / TECHNICAL & amp BEHAVIOURAL SKILLS
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&mdash 40 Years


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