HNI Relationship Manager

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

• 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.

Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

4. Customer Satisfaction.