Head (HNI / Uhni)

Anand Rathi
  • Delhi
  • Confidential
  • 9-14 years
  • Views
  • 05 Dec 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

JOB 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
-Driving team for business generation for acquistion and revenue generation .
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 particular.


Criteria of Recruitment:

Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college.

Experience: - 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)

Any candidate willing to move wih team will be preferred .


Competencies/Skill sets for this job

Brokerage Sales Equity

Job Posted By

Pankaj Adhav
Assistant Vice President/ AVP

About Organisation

Anand Rathi