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.