HNI Desk Head

HNI Desk Head

Roles and Responsibilities :

Handling Team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors.

Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).

Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

Managing relationship of HNI clients, retaining & enhancing advisory relationship.

To generate revenue from new clients.

To execute cross sell efforts as per focus of the organization at any given point in time

Candidate should have minimum experience of around 6 years from broking industries and managing bank AUM of HNI Clients.