Role & responsibilities

1. Acquisition of HNI & Ultra HNI clients with a primary focus on the generation of broking revenue through Equity / Commodity / Currency market segments.
2. Recruit, Train and retain Team members Desk Heads, HNI Relationship Managers, and HNI Advisors for Mumbai.
3. Execute cross-sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
4. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channels).
5. Analyzing & Monitoring the clients portfolio and rendering advisory services for securing high ROI.
6. Promote the organizations research and advisory suggestions to the clients being generated from time to time.
7. Submission of periodic MIS reports as per requirements of the business.

Preferred candidate profile

1. Valuable Knowledge of capital market

2. Portfolio Management

3. Financial Planning

4. Lead from the front (playing captain approach)

5. Customer Satisfaction

6.Team management.

📌 HNI Desk Head _ Mumbai _ Goregaon
🏢 ANANDRATHI
📍 Mumbai