Rathi - HNI Desk Head

Job 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.

SKILL - HNI,UHNI, HNI Acquestion , Revenue Generation, Team lead ; 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

ref : iimjobs.com)