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58 Domnic Lewis Private Limited (TechnoScience) Jobs

HNI Sales Role - Broking Firm (3-12 yrs)

3-12 years

Kolkata

HNI Sales Role - Broking Firm (3-12 yrs)

Domnic Lewis Private Limited (TechnoScience)

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

Exp 3-12 years

HNI Sales Professional for a renowned financial services company based in Kolkata.

Pre-Requisites:

- Prior experience as a Relationship Manager within a Broking, Private Bank, or Wealth Management environment.

- Proven ability to manage clients with a minimum investment portfolio of - 25 lakhs and above.

- Experience in advising clients across a range of asset classes.

- Candidates should demonstrate a strong track record and longevity in their current and previous organizations.

Key Roles & Responsibilities:

- Bring in your existing Affluent and Super Affluent clients and build a strong, high-net-worth client portfolio.

- Maintain and nurture client relationships while generating assets under management (AUM) from preferred clients.

- Provide investment advice and manage the financial portfolios of Affluent clients, deepening relationships and increasing wallet share from existing clients.

- Identify and track potential Affluent and Super Affluent clients in the market for new client acquisition.

- Stay updated on available investment opportunities and market trends to ensure they align with clients' portfolios.

- Collaborate with the product and research teams (Centralized CFP Team) to make informed investment decisions for clients.

- Assist in organizing and conducting seminars, workshops, and other business development initiatives.

Interested candidate share resume with below details

C CTC
E CTC
Notice Period
Current location

Namrata J
8369476170


Functional Areas: Other

Read full job description

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What people at Domnic Lewis Private Limited (TechnoScience) are saying

What Domnic Lewis Private Limited (TechnoScience) employees are saying about work life

based on 65 employees
59%
96%
89%
100%
Strict timing
Monday to Friday
No travel
Day Shift
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Domnic Lewis Private Limited (TechnoScience) Benefits

Work From Home
Soft Skill Training
Health Insurance
Job Training
Free Transport
Child care +6 more
View more benefits

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