Roles and Responsibilities :

- Develop and execute sales strategies to acquire High Net Worth Individuals (HNIs) for wealth management services.

- Manage relationships with existing clients, identifying opportunities to upsell and cross-sell equity trading, stock broking, family office, revenue generation, B2B sales, business development, client relationship management, HNI acquisition, and wealth management solutions.

- Collaborate with internal teams to deliver exceptional customer service and ensure seamless execution of transactions.

- Analyze market trends and competitor activity to stay ahead in the industry.

Job Requirements :

- 5-10 years of experience in sales management or a related field within the financial services sector.

- Proven track record of success in acquiring high net worth individuals for wealth management services.

- Solid understanding of equity trading, stock broking, family office, revenue generation, B2B sales, business development, client relationship management, HNI acquisition, and wealth management concepts.

📌 Sales Manager (Kolkata)
🏢 RECEX
📍 Kolkata