Rathi - Wealth Manager / Relationship Manager

Relationship Manager (HNI / UHNIs)

Managing large trader clients).

Reporting to : Head HNI Desk.

Location : Regional office Nehru ROLE & Responsibilities :

• Acquiring high value relationships into the HNI Broking vertical (EQUITY).
• Managing Large Trader Clients / Big Ticket size Client Acquisition & service.
• Managing relationship of super HNI clients, retaining & enhancing advisory relationship.
• Managing relationships of HNI clients, retaining & enhancing advisory relationships.
• To generate revenue from existing customers mapped and from new clients.
• To execute cross sell efforts as per focus of the organization at any given point in time.
• To keep one self-updated on the financial markets and in advisory products / services in Minimum 3 to 8 yrs in handling HNI relationship, Sales of BIG HNI Clients / Trader clients from BFSI or any other sector with good business / market knowledge.

Looking for candidates from HNI Broking / PCG Desk only, having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer.

ref : iimjobs.com)