HNI Sales Role - Bank (4-10 yrs)

Hello,

We are hiring for HNI Sales - Broking firm in Kolkata

Location Kolkata

Exp 5-12 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