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.