HNI desk head

22 hours ago

Bengaluru, Karnataka, India Zigsaw Full time ₹ 12,00,000 - ₹ 24,00,000 per year
Job Specifications Profile HNI Desk Head Designation AVP & amp above
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.

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