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.