Head - Broking/Equity/HNI Desk/PCG - NBFC (10-25 yrs)

Position - Head Broking / Equity / HNI / PCG

Client - NBFC

Experience - 10 to 20 yrs

Location - Mumbai

- 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.