(Team Handling) Acquiring & servicing HNI, Ultra HNI, Corporate Customers and building AUM for HNI business.
PG/MBA from reputed institute or Graduate from good college
Handling HNI relationship
* Responsible for revenue generation in terms of Brokerage from HNI Clients by offering the products like Equity and F&O & various other Financial investment products.
Sales & Financial Planning of HNI Clients from BFSI or any other sector with good business / market knowledge
* Advice HNIs on their equity portfolio for long term investments as well as positional trading ideas in stocks for short or medium term Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business.
knowledge of Mutual Funds would be an added advantage
Experience of handling HNI Client acquisitions and Relationship Management & service
* The person should have an experience of at-least 6+ years of HNI acquisition and client servicing.
Pleasing Personality, Good communication
* He / She must have good references of HNI & super HNI clients and candidate must have corporate level approach for more business development.
* Should be well versed with the equity market. Candidates from Broking houses & banking Sector are preferred.