Job Profile: (Team Handling) Acquiring & servicing HNI, Ultra HNI, Corporate Customers and building AUM for HNI business.
- Responsible for revenue generation in terms of Brokerage from HNI Clients by offering the products like Equity and F&O & vaious other Financial investment products.
- Advice HNI’S on their equity portfolio for long term investments as well as positional trading ideas in stocks for short or medium term Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business.
- The person should have an experience of at-least 6+ years of HNI acquisition and client servicing.
- He/She must have good references of HNI & super HNI clients and candidate must have corporate level approach for more business development.
- Should be well versed with the equity market. Candidates from Broking houses & banking Sector are preferred.
Pankaj Adhav
Snior Manager - HR
Anand Rathi Financial Services Ltd
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