Zigsaw

HNI-RM ( Deputy manager )

Bangalore Group Bangalore Negotiable

Job Description

1. 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&rsquo relationships and he/she should be aware of local market intelligence.

2. Promote Focus Product of the month

4. Maintain records of business on internal software CRM etc.

5. Candidate should be able to acquire HNI Clients and able to sell MF Insurance PMS Structure Products

6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

This position reports to AVP/VP
Academic requirements Graduate is preferred
Location Mumbai/Hyderabad/Chennai
Experience 5-7 Years
Relevant experience 3-7 Years
CTC upto 12 lac

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 PREFERRED 30&mdash 40 Years

Competency KRA

RSR 35%

Non Broking Revenue (NB RSR) 15%

Monthly Client Meeting (As per CRM) 10%

New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 20%

New Family Revenue (Broking Revenue RSR) 15%

HNI-RM ( Deputy manager )

Job Description

Education/Experience

Job Summary

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