PRIMARY JOB RESPONSIBILITIES
? 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).
? Analysing & monitoring the client's 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 organisation's research and advisory suggestions to the clients being generated from time to time.
? Submission of periodic MIS reports as per the requirements of the business.
Job Type: Full-time
Pay: ₹2,000,000.00 - ₹3,000,000.00 per year
Work Location: In person
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