Rathi - Head - Sales

Location: Mumbai.

Reporting To: VP / SVP / Regional Director.

Primary Job Responsibilities:

Client Acquisition:

- Acquire High Net Worth Individuals (HNI) & Ultra HNI clients.

- Focus on generating broking revenue through Equity, Commodity, and Currency market segments.

Team Management:

- Recruit, train, and retain HNI Relationship Managers and Advisors for the HNI desk.

- Provide leadership and support to the team in achieving revenue and client acquisition targets.

Client Relationship Management:

- Manage both new and existing HNI client relationships.

- Drive revenue generation through digital and offline channels.

Portfolio & Advisory Services:

- Analyze and monitor client portfolios.

- Offer strategic investment advisory services to ensure high ROI and client satisfaction.

Cross-Selling Initiatives:

- Promote and execute cross-sell of key financial products such as Mutual Funds, Insurance, PMS, Structured Products, etc.

Research & Advisory Promotion:

- Disseminate in-house research and advisory inputs to clients in a timely and strategic manner.

Reporting:

- Submit periodic MIS and performance reports as required by the business.

Academic Requirements:

- Postgraduate preferred (MBA/PGDM in Finance or equivalent).

Experience:

- Total Experience: 10-12 Years.

- Relevant Experience in Capital Markets: 5-7 Years.

- Team Handling Experience: 57 Years.

Functional / Technical Skills:

- In-depth knowledge of capital markets and financial instruments.

- Strong portfolio management and financial planning skills.

- Proficient in using trading platforms and portfolio tools.

Behavioral Skills:

- Leadership with a "lead from the front" (playing captain) approach.

- High focus on client service and relationship building.

- Strong team management and motivation skills.