!
Oops. This position is closed.
Service Manager - HNI Desk
Job Title:
Service Manager - HNI Desk
Job Description:
The relationship manager will be responsible for servicing preferred clients (HNI/Ultra HNI).
Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.
Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
Experience Range:
3 - 7 years
Educational Qualifications:
Any graduation ,and Any PG ,and Any Doctorate
Skills Required:
Customer Service , HNI Relationship Management , Equity Advisor , Equity HNI Advisor
Annual Salary Range:
INR 3,50,000 - 5,00,000
Candidate Attributes:
MBA's / Graduates with 3 years of Broking / Customer Service Experience
Excellent Communication skills
NISM VIII - Equity Derivative Certified
knowledge of FNO Strategy.
Handling clients of 1 lac and above portfolio for advise on Stocks and Mutual Funds
Pure advisory based job role (through phone calls / emails / Whatsapp messages)
Job Code: KL-REV-B2C-ANDE-1
About Us
We are a leading stock broking and wealth management firm, headquartered in India. We operate on a unique retail focussed stock trading model that provides revolutionary trading platforms and expertise to a diversified client base. Founded in 1987, we have expanded across all major cities in India.
The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX & MCX. We are also registered as a Depository Participant with CDSL.
The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX & MCX. We are also registered as a Depository Participant with CDSL.
Why Us?
We have a presence in over 900+ Cities with 8500+ Sub broker workers & 1 million+ Clients. We offer Equity Trading, commodities, portfolio management services, mutual funds, Life Insurance, IPO services, depository services & investment advisory.
• Fast paced, enriching career
• Opportunities for growth based on merit
• Vibrant Work Culture
• Progressive HR policies with an open door plan
• Security of Employment
• Fast paced, enriching career
• Opportunities for growth based on merit
• Vibrant Work Culture
• Progressive HR policies with an open door plan
• Security of Employment
