Key Skills
HNI RM
Profile HNI-RM
Designation Deputy Manager & above
PRIMARY JOB RESPONSIBILITIES
1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data
base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she
should be aware of local market intelligence.
2. Promote Focus Product of the month
4. Maintain records of business on internal software CRM etc.
5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products
6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
This position reports to AVP/VP
Academic requirements Graduate is preferred
Location Delhi
Experience 5-7 Years
Relevant experience 3-7 Years
Team handling experience NA
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS
REQUIRED
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.
AGE GROUP PREFERRED 3040 Years
Experience : 4 - 10 Years
No. of Openings : 4
Education : B.A, B.B.A, B.Com, B.Sc
Role : Relationship Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India
Placement India
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