Assistant Vice President/Vice President - Desk Head - HNI Broking

- Handling Team of HNI - Relationship Managers

- 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.

- To keep one self-updated on the financial markets and in advisory products / services in particular.