Description

O3Hire brings a limelight on HNI RM opportunities based out of Thane. Designation - HNI Relationship Manager Grade - Officer / Senior Officer Location - Thane, West Department - Business Sub Department - Broking Reporting to Team Lead - HNI CTC upto 3- 4.50 LPA Other perks - Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment Desired Candidate Profile Post Graduate (Finance) with NISM VIII Certification with Good Knowledge of Stock Market / Equity based products i.e. Mutual Funds, Portfiolio Management Services, IPO, etc. and other TPP i.e. Insurance, Bonds, Debentures. The candidate with prior experience of sales / marketing of financial products.

Role and Responsibilities

• Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory / AUM. Advising clients to build a strong portfolio through asset allocation process mainly into equities & mutual funds based on short to long term holding period. Providing the advisory regarding the strategies for securities investment ideas in stocks and generating revenue for the organization. Attending client queries and resolving the same at best possible level to assure client satisfaction. Good understanding & knowledge of Back office & portfolio. Upsell / Cross Sell to existing clients. Strong Market Understanding Role-Equity Dealer Industry Type- Investment Banking / Venture Capital / Private Equity Functional Area -BFSI, Investments & Trading Employment Type- Full Time, Permanent Role Category- Trading, Asset & Wealth Management Role-Equity Dealer Industry Type- Investment Banking / Venture Capital / Private Equity Functional Area -BFSI, Investments & Trading Employment Type- Full Time, Permanent Role Category- Trading, Asset & Wealth Management