New
Job Preference:
- Qualification: - Graduate/PG/MBA from reputed institute or Graduate from good college.
- Experience: - Minimum 8to 16 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from Stock Broking companies. Having experience of handling HNI Client acquisitions and Relationship Management & service.
- Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)
- Looking for Head- HNI Broking (HNI/ UHNI’s) BIG Trader Clients in Equity Segment (Managing large trades)
- Note: Candidates who can move with team of RM’s & Dealers can be preferred.
- Team who has at least minimum revenue of Rs 10 Lacs per month
- This JD is for Ahmedabad location
Job Description:
- Handling Team of HNI-Relationship Managers
- Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).
- Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
- Managing relationship of HNI clients, retaining & enhancing advisory relationship
- To generate revenue 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 particular.