Consultant at Talentcode LLP
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Head - Sales - HNI - Broking Firm (8-16 yrs)
Looking for Head HNI Broking for a leading broking firm
Location :
Mumbai (2)
Ahmedabad (1)
Surat (1)
Baroda (1)
Nagpur (1)
Pune (1)
CTC Upto 20 LPA max
Designation : Head- HNI Broking (HNI/ UHNI- s) BIG Trader Clients in Equity Segment (Managing large trades)
Role: Desk Head Role
Reporting to: Regional Director
JOB ROLE & Responsibilities:-
- 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.
Experience: - Minimum 8to 16 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from Stock Broking companies. Having experience of handling HNI Client acquisitions and Relationship Management & service.
Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as well as previous companies
Note: Candidates who can move with team of RM's & Dealers can be preferred.
- Team who has at least minimum revenue of Rs 10 Lacs per month
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