HNI Desk Head

As a HNI Desk Head at a leading broking company in Ahmedabad, you will be responsible for managing and servicing high net worth individual (HNI) clients. Your role will involve developing strong relationships with both new and existing clients, providing tailored investment advice, and ensuring their financial needs are met. Your day-to-day tasks will include monitoring market trends, creating personalized financial strategies, and ensuring compliance with regulatory standards. It will be essential for you to have a deep understanding of financial markets and investment products, along with strong analytical and problem-solving skills. You should also possess excellent client relationship management skills and proficiency in using financial planning and analysis tools. Furthermore, as the HNI Desk Head, you will collaborate with other departments to optimize client satisfaction and contribute to the overall business growth. Strong written and verbal communication skills are crucial for effectively conveying financial information to clients. The ability to work both independently and as part of a team is essential in this role. To qualify for this position, you should hold a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Possessing relevant certifications such as CFA or CFP would be considered a plus. If you are passionate about the financial industry, excel in client management, and have a knack for developing and implementing financial strategies, we encourage you to apply for this exciting opportunity.,