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06/08 Ravi Jaiswal
Director at Insta Talent RecruitLLP

Views:3 Applications:6 Rec. Actions:Recruiter Actions:3

Relationship Manager - Sales - HNI Vertical (5-10 yrs)

Delhi Job Code: 338683

Looking for Relationship Managers role (HNI/ UHNI's) for HNI Broking/PCG Desk in Equity Segment (Managing large trader clients)

Reporting to : Head HNI Desk

Location : Regional office- HNI Broking Desk

Job Role & Responsibilities :

- Acquiring high value relationships into the HNI Broking vertical (EQUITY).

- Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

- Managing relationship of super HNI clients, retaining & enhancing advisory relationship

- Managing relationships of HNI clients, retaining & enhancing advisory relationships.

- To generate revenue from existing customers mapped and 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.

Criteria for Recruitment :

- Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college.

- Experience : Minimum 3 to 8 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from BFSI or any other sector with good business/market knowledge.

- Looking for candidates from HNI Broking/PCG Desk only, having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)

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