HNI Relationship Manager - Leading Broking Firm
HNI Relationship Manager - Leading Broking Firm
Posted on :
14-06-2025
Employer Active
1 Vacancy
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Job Description
HNI RM - Assistant Manager / Manager
Job Responsibilities:
- It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking data base and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence.
- Promote Focus Product of the month
- Maintain records of business on internal software CRM etc.
- Candidate should be able to acquire HNI Clients and able to sell MF Insurance PMS Structure Products
- Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
Candidates Profile
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Min 3 years of exposure to direct sales/ client acquisition specifically for HNI
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Major business focus on broking and ability to cross sell non-broking products
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NISM Certifications are a plus. Dealing experience is also a plus
HNI,Relationship Manager,HNI clients,AUM Size,Acquire HNI Clients,Insurance,PMS,Structure Products,Mutual Funds,Cross Selling,capital market,client acquisition,direct sales
Employment Type
Full Time
Key Skills
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