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Job Description
- Managing and acquiring High Net-worth Individuals (HNI) through open market sourcing and relationship-driven strategies.
- Key Responsibilities:
- Acquisition of HNI & Ultra HNI clients
- Equity, Derivatives, MTF & Structured Product advisory
- Mutual Fund & Portfolio diversification strategies
- Revenue generation through brokerage & cross-sell
- Client portfolio monitoring & risk management
- Building long-term wealth relationships
Skills
HniSalesHni SalesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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