HNI Desk Head

Enigma Human Capital

7 - 12 years

16 - 22 Lacs

ahmedabad jaipur mumbai (all areas)

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Skills Required

hni sales team handling wealth management hni sales mutual funds portfolio management ultra hni pms hni acquisition hni client handling aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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).
Analyzing & monitoring the clients 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 organizations research and advisory suggestions to the clients being generated from time to time.
Submission of periodic MIS reports as per requirements of the business.

Preferred candidate profile

Functional

Behavioral

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