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Wealth Manager

Anand Rathi Share and Stock Brokers Ltd

0 years

0 Lacs

Delhi, India

Posted:1 day ago| Platform:

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On-site

Job Type

Full Time

Job Description

Looking for Relationship Managers role (HNI/ UHNI’s) for HNI Broking/PCG Desk in Equity Segment (Managing large trader clients) Reporting to: Head HNI Desk Location: Regional office- Nehru Place JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory relationships. - To generate revenue from existing customers mapped and from new clients. - To execute cross sell efforts as per focus of the organization at any given point in time. - To keep one self-updated on the financial markets and in advisory products / services in Particular Experience: - Minimum 3 to 8 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from BFSI or any other sector with good business / market knowledge. Looking for candidates from HNI Broking/PCG Desk only, having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer Regards - Anjali Sharma Assistant Vice President -Human Resource 9783801300 /anjalisharma1@rathi.com Show more Show less

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