HNI Desk Head (India)

HNI Desk Head (India)

03 Aug
|
Anand Rathi
|
India

03 Aug

Anand Rathi

India

HNI Desk Head

Roles and Responsibilities :

ï‚· Handling Team of HNI Relationship Managers/Advisors or HNI Relationship Managers and
Advisors.

ï‚· Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).

ï‚· Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

ï‚· Managing relationship of HNI clients, retaining & enhancing advisory relationship.

ï‚· To generate revenue from current clients.

ï‚· To execute cross sell efforts as per focus of the organization at any given point in time

ï‚· Candidate should have minimum experience of around 6 years from broking industries and
managing bank AUM of HNI Clients.

📌 HNI Desk Head (India)
🏢 Anand Rathi
📍 India

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