Location : Mumbai.
Reporting To : VP / SVP / Regional Director.
Primary Job Responsibilities :
Client Acquisition :
- Acquire High Net Worth Individuals (HNI) & Ultra HNI clients.
- Focus on generating broking revenue through Equity, Commodity, and Currency market segments.
Team Management :
Recruit, train, and retain HNI Relationship Managers and Advisors for the HNI desk.Provide leadership and support to the team in achieving revenue and client acquisition targets.Client Relationship Management :
Manage both new and existing HNI client relationships.Drive revenue generation through digital and offline channels.Portfolio & Advisory Services :
Analyze and monitor client portfolios.Offer strategic investment advisory services to ensure high ROI and client satisfaction.Cross-Selling Initiatives :
Promote and execute cross-sell of key financial products such as Mutual Funds, Insurance, PMS, Structured Products, etc.Research & Advisory Promotion :
Disseminate in-house research and advisory inputs to clients in a timely and strategic manner.Reporting :
Submit periodic MIS and performance reports as required by the business.Academic Requirements :
Postgraduate preferred (MBA / PGDM in Finance or equivalent).Experience :
Total Experience : 10-12 Years.Relevant Experience in Capital Markets : 5-7 Years.Team Handling Experience : 57 Years.Functional / Technical Skills :
In-depth knowledge of capital markets and financial instruments.Strong portfolio management and financial planning skills.Proficient in using trading platforms and portfolio tools.Behavioral Skills :
Leadership with a "lead from the front" (playing captain) approach.High focus on client service and relationship building.Strong team management and motivation skills.ref : iimjobs.com)