HNI Desk Head

7 days ago

Hyderabad Jaipur Mumbai, India Abdc Connect Full time ₹ 1,04,000 - ₹ 1,30,878 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).
  • 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 organizations 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

Team handling - 5-7 Years

Age Group Preferred Years

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