HNI Desk Head

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 client’s 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 organization’s research and advisory suggestions to the clients being generated from time to time.  Submission of periodic MIS reports as per requirements of the business. This position reports to VP/SVP/Region Director Academic requirements Post Graduate is preferred Location Mumbai Experience 10-12 Years Relevant experience 5-7 Years Team handling experience 5-7 Years FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning Behavioral Skills 1. Lead from the front (playing captain approach) 2. Customer Satisfaction 3. Team management. NISM 8 mandatory AGE GROUP PREFERRED 30—40 Years Competency KRA Business Acumen 20% Business Planning and organizing 15% Vision and Strategic approach 15% Objective and result oriented 10% Ability to convince 10% Analytical 10% Networking 05% Risk Management 05% Mentor & Motivator 05% HR Skills 05

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