Sales Manager - Private Client Group - HNI

- Generating leads and sourcing new HNI / Corporate clients with minimum ticket size of 25 Lakhs & above

- Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets.

- Maintaining healthy relationships with all the potential clients.

- Creation of revenue & Activation of clients through effective Advisory.

- Cross selling of other products like Mutual fund, PMS, Insurance.

- Handling Queries & complains of client's & solving it within TAT.

- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.