Domnic Lewis has been mandated to hire HNI Sales Professional for a renowned financial services company based in Kolkata.
Location - Kolkata
Years of Experience - 5 - 12 Years
Working days - 5 days ( 3rd and 4th working)
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.
