Job Specifications

Profile: HNI Desk Head

Designation: AVP & above

PRIMARY JOB 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 client’s 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 organization’s research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.

This position reports to: Regional Director

Academic requirements: Post Graduate is preferred

Experience : 10-15 Years

Relevant experience: 5-7 Years

Team handling experience: 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

1. Valuable Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.

AGE GROUP PREFERRED: 30—45 Years

📌 HNI Desk Head (Nagpur)
🏢 Anand Rathi Share and Stock Brokers
📍 Nagpur