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HNI Desk Head-Mumbai

10.00 to 20.00 Years   Mumbai City   26 Jul, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 10 - 18 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    • 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.
    • Team recruitment

Keyskills :
hni acquisitionhni saleshni client handling

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