Wealth - Priority RM

Quotient Consultancy
  • Mumbai
  • 10-11 lakh
  • 3-7 years
  • Views
  • 14 Dec 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Specific Responsibilities Acquiring and on boarding New HNI clients

Individual

Building & Developing client Relationship.

Developing Margin Funding book

Business development through advisory services

Achieving Revenue targets

Adhering to compliance

Key Performance Indicators Acquire 2 HNI clients per month (Min Margin of 10 lacs)

Identify large traders/investors from his region & onboard them.

Getting a larger wallet share of the client.

Recommend stocks from our Research basket & Advise client

on their portfolio.

Generate revenue min. 3X cost.

Key Inter-relationships

Internal Dealers/CS/Research/RMS

External Customer

Experience 5-10years

Qualification Graduate


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Quotient Consultancy