Roles and Responsibilities

- Manage a team of sales professionals to achieve revenue targets through effective lead generation, client acquisition, and relationship management.

- Develop and execute strategies for HNI client handling, ultra HNI acquisition, and retention.

- Identify recent business opportunities by networking with potential clients and building relationships with existing ones.

- Collaborate with other departments (e.g., operations) to ensure seamless delivery of services to high net worth individuals (HNIs).

- Analyze market trends and competitor activity to stay ahead in the competitive wealth management landscape.

Desired Candidate Profile

- 2-7 years of experience in sales or related field (broking/finance/funding/investment/mutual funds/portfolio management/wealth management).

- Strong understanding of investment products such as shares/stock broking/trading/ultras.

- Excellent communication skills for effective client interaction at all levels.

- Ability to work independently with minimal supervision while meeting tight deadlines.

📌 Sales Manager (Noida)
🏢 NitiEdge Fintech
📍 Noida