About the role
Role & responsibilities
- Drive acquisition of HNI and UHNI clients with a strong focus on broking revenue growth.
- Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers.
- Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns.
- Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions.
- Effectively communicate and promote the organizations research insights and advisory recommendations to clients.
- Ensure timely preparation and submission of MIS and performance reports in line with business requirements.
Preferred candidate profile
- The candidate should have prior experience in the stock broking industry.
- A stable career track record is required, with a minimum tenure of 3+ years in the current organization.
- The role demands the ability to bring an existing team and independently build the business from a zero client base.
- The candidate will be responsible for onboarding and managing a team, comprising a mix of Relationship Managers and Dealers.
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