Head - HNI Broking - HNI/UHNI - Larger Traders - Equity Segment

Looking for Head- HNI Broking (HNI/ UHNI- s) BIG Trader Clients in Equity Segment (Managing large trades)

Location: Regional office

Role: Desk Head Role

Reporting to: Regional Director

JOB ROLE & Responsibilities:-

- Handling Team of HNI-Relationship Managers

- Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).

- Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

- Managing relationship of HNI clients, retaining & enhancing advisory relationship

- To generate revenue 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.

Criteria for Recruitment:-

- Qualification: - Graduate/PG/MBA from reputed institute or Graduate from good college.

- Experience: - Minimum 8 to 16 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from Stock Broking companies. Having experience of handling HNI Client acquisitions and Relationship Management & service.

- Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)

- Note: Candidates who can move with team of RM's & Dealers can be preferred.

- Team who has at least minimum revenue of Rs 10 Lacs per month

Sangeeta Bhadane
Sr.Recruiter
Intellectual Capital HR Consulting Pvt. Ltd
Solaris D, 1st Floor, Urmi Corporate Park,
Sakhi Vihar Road,
Powai (E), Mumbai - 400072
Desk: 022 - 41284012
Hand phone: 9029027453