HNI Desk Head

Job Specifications

Profile: HNI Desk Head

Designation: AVP & above

PRIMARY JOB RESPONSIBILITIES:

• 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 clients 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 organizations research and advisory suggestions to the clients being generated from time to time.
• Submission of periodic MIS reports as per requirements of the business.

This position reports to Regional Director

Academic requirements

Post Graduate is preferred

Experience 10-12 Years

Relevant experience5-7 Years

Team handling experience 5-7 Years

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning

Behavioral Skills

1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.

AGE GROUP PREFERRED30- 40 Years

Competency KRA

Business Acumen 20%

Business Planning and organizing 15%

Vision and Strategic approach 15%

Objective and result oriented10%

Objective and result oriented 10% 10%

Networking05%Risk Management 05%

Mentor & Motivator 05%

HR Skills 05%