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HNI Relationship Manager & HNI Dealer

Fresher   Delhi   14 Sep, 2025
Anand Rathi Financial Services Limited
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Hiring!Looking for- HNI Relationship Manager:-
    1. Acquiring high value relationships into the HNI Broking vertical (EQUITY).
    2. Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
    3. Managing relationship of super HNI clients, retaining & enhancing advisory relationship
    4. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
    5. To generate revenue from existing customers mapped and from new clients.
    6. To execute cross sell efforts as per focus of the organization at any given point in time.
    7. To keep one self-updated on the financial markets and in advisory products / services in particular.
    Functional / Technical Skills1. Good Knowledge of capital market 2. Portfolio Management 3. Financial PlanningBehavioural Skills:1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.Looking For HNI Dealer:-
    1. Execute the orders on behalf of clients
    2. Confirmations of trade done by EOD
    3. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
    4. Cross promoting of third party products of Anand Rathi to the same Clientele.
    5. Daily processing & confirmation of trades.
    6. Acquiring high value relationships into the HNI Broking vertical (EQUITY).
    If You are looking for some exciting opportunity you can directly connect me on this number or you can share me your resume. (hidden_mobile/hidden_email.)If Anyone else in your network is looking for change you can also refer your friends or colleagues as well.

Keyskills :
hni client handlinghni salesdealingequitypmshni acquisitionaif

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