We are a boutique financial services firm rooted in Kolkata with a strong foundation built on traditional equity broking and mutual fund distribution. Recognizing the evolving landscape of high-net-worth investments, we have recently unlocked advanced regulatory capabilities to manufacture and distribute sophisticated, high-ticket alternatives. As we launch this dedicated vertical, we are seeking a highly motivated, network-rich sales skilled who wants to break away from corporate red tape and operate as a true business partner.
ABOUT THE ROLE
This is a unique entrepreneurial sales role designed for a candidate who wants their paycheck directly tied to the revenue they generate. You will independently anchor domestic HNI and UHNI acquisition for alternative products across West Bengal and Eastern India, with immediate access to our existing, warm equity and mutual fund distribution client base—allowing you to instantly pitch upgrades to PMS, AIF, and Angel assets without starting from zero.
Core Competencies & Product Knowledge -
Financial Products Expertise:
● Equities, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Angel Investing, GIFT City, Debt Instruments.
● Structured Products: Ability to curate customized financial instruments including derivatives, structured notes, and bespoke investment solutions in equity.
Key Responsibilities -
Client Management & Relationship Building:
· Lead generation using digital marketing tools
· Develop new business through both sales and structured marketing initiatives.
● Conduct regular client reviews and maintain proactive communication regarding market conditions and opportunities
● Identify cross-selling opportunities and expand the financial product footprint with existing clients
Business Development:
● Identify and acquire new HNI and UHNI clients through networking, referrals, and market development activities
● Maintain and grow market share in the HNI segment
Required Skills & Personal Attributes -
● Exceptional knowledge of financial markets and investment products
● Excellent communication and presentation skills to explain complex products to sophisticated clients
● High degree of business and sales acumen with proven track record of closing high-value deals
● Strong sales and marketing
● Strong ethical standards and commitment to regulatory compliance
● Ability to work independently while collaborating with cross-functional teams
● Client-centric mindset with focus on value creation and satisfaction
● Adaptability and willingness to learn about emerging investment trends and products
● Strong time management and organizational skills to handle multiple client accounts
● Digital Marketing and AI tools for lead generation.
● Ability to develop and execute effective sales and marketing strategies for premium financial and investment products.
Compensation
Competitive package commensurate with experience and qualifications