Role & responsibilities
- Acquire HNI / Privilege clients through networking, referrals, and market intelligence
- Recruit and manage a team of Relationship Managers
- Build and manage a strong AUM-based client portfolio
- Cross-sell financial products: Equity, Mutual Funds, Insurance, PMS, Structured Products
- Drive monthly and quarterly revenue targets
- Maintain strong client relationships and provide investment advisory support
- Promote focus products and business strategies
- Track and update client interactions in CRM systems
- Lead and mentor team members (if applicable)
Preferred candidate profile
- Minimum 5 years experience in Broking / Wealth Management / Banking
- Strong exposure to HNI client acquisition & relationship management
- Proven track record in sales and revenue generation
- Positive knowledge of financial markets & investment products
- Excellent networking and communication skills
- Local market understanding preferred
HR SPOC -
[email protected]
📌 Sales Manager (West Bengal)
🏢 ANANDRATHI
📍 West Bengal