HNI Sales Role - Broking Firm (3-12 Yrs) Kolkata (BFSI Sales) by DOMNIC LEWIS INTERNATIONAL

Updazz.com (July-2017 से पंजीकृत) ने 2 घंटे पहले इस नौकरी को पोस्ट किया था

Exp 3-12 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)

Payroll Type : Permanent