Financial Advisor – HNI – Ahmedabad




3 - 5 Years


Up to 6 LPA



Opened Date


Job Description

Acquire and Maintain relationship and increase AUM from HNI clients.
Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.
To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients’ portfolios.
Work along with product team to give feedback and develop need based ‘PRODUCT’ so as to suit the clients requirements
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
Assist in Corporate or in association with Exchanges, Depositories and AMC.

Job requirements

Must have experience in HNI sales.

KRA and Targets

NCA: 4 accounts with Minimum Margin per account:  1 lakh
Margin Collection: 6 Lakh Margin Collection/ Per Month
Mutual Fund Fresh AUM Collection: 2 Lakh p.m
Cross Sell  Third Party Products

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