15h Left Hni Sales Role

1 week ago


Kolkata, West Bengal, India Domnic Lewis International Full time

Hello We are hiring for HNI Sales - Broking firm in KolkataLocation KolkataExp 5-12 yearsHNI 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 detailsC CTCE CTCNotice PeriodCurrent location Namrata J8369476170 ref updazz com



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