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Anand Rathi Financial Services Limited logo

HNI Relationship Manager & HNI Dealer

3 - 8 years

0 Lacs

delhi

Posted:2 days ago| Platform: Shine logo

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Skills Required

hni client handling hni sales dealing equity pms hni acquisition aif hni

Work Mode

On-site

Job Type

Full Time

Job Description

Hiring!!   Looking for- HNI Relationship Manager:-
  1. Acquiring high value relationships into the HNI Broking vertical (EQUITY).
  2. Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
  3. Managing relationship of super HNI clients, retaining & enhancing advisory relationship
  4. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
  5. To generate revenue from existing customers mapped and from new clients.
  6. To execute cross sell efforts as per focus of the organization at any given point in time.
  7. To keep one self-updated on the financial markets and in advisory products / services in particular.
    Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning   Behavioural Skills:   1. Lead from the front (playing captain approach) 2. Customer Satisfaction 3. Team management.   Looking For HNI Dealer:-
  1. Execute the orders on behalf of clients
  2. Confirmations of trade done by EOD
  3. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
  4. Cross promoting of third party products of Anand Rathi to the same Clientele.
  5. Daily processing & confirmation of trades.
  6. Acquiring high value relationships into the HNI Broking vertical (EQUITY).
    If You are looking for some exciting opportunity you can directly connect me on this number or you can share me your resume. (8306147406/Divyakalyanwat@rathi.com.)   If Anyone else in your network is looking for change you can also refer your friends or colleagues as well.  

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Anand Rathi Financial Services Limited logo
Anand Rathi Financial Services Limited

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