Anand Rathi - HNI Desk Head

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 clients 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 organizations research and advisory suggestions to the clients being generated from time to time.

- Submission of periodic MIS reports as per requirements of the business.

Reporting: 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:

1. Functional / Technical Skills:

- Good Knowledge of capital market.

- Portfolio Management.

- Financial Planning.

2. Behavioural Skills:

- Lead from the front (playing captain approach).

- Customer Satisfaction.

- Team management.

Age Group Preferred: 30 - 45 Years.