Talent Acquisition at Domnic Lewis International
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HNI Sales Role - Broking Firm (3-12 yrs)
Exp 3-12 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
