
Hni Sales
2 days ago
**Job title: HNI Sales**
**Job location: Kolkata**
**Year of experience: 8 to 10 years**
**Roles & Responsibilities**:
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
**Requirement**:
- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
- Experience of advising clients across all asset classes.
**Job Types**: Full-time, Permanent
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Fixed shift
**Experience**:
- total work: 7 years (preferred)
- HNI Sales: 1 year (preferred)
Work Location: In person
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