Anand Rathi - Head - HNI Broking - HNI/UHNIs - Big Trader Clients - Equity Segment

Looking for Head- HNI Broking (HNI/ UHNI- s) BIG Trader Clients in Equity Segment - Ahmedabad, Baroda & Surat

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 the 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 a 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 in 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 the previous employer)

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

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

- CTC: Rs 10 to 20 LPA (no Constraint for Right Candidate)

Ganesh Sarkhot