- - Develop and implement strategic sales plans to achieve revenue targets in the HNI segment.

- Identify and pursue recent business opportunities through networking, referrals, and events.

- Build and maintain strong relationships with high net worth clients, understanding their investment objectives and risk profiles.

- Lead, mentor, and motivate a team of sales executives to enhance performance and achieve targets.

- Monitor market trends and competitor activities to adjust strategies as necessary.

- Collaborate with research and investment advisory teams to provide clients with informed investment advice.

- Conduct regular reviews of client portfolios and provide insights to enhance client satisfaction and retention.

- Acquire 4-5 new HNI clients monthly.

- Ensure continuous trading and updates.

- Promote equity and cross-sell services.

- Expand MTF books monthly.

- Maximize trading volume; educate investors.

- Track daily client activities.

- Resolve client queries promptly.

- Hold regular meetings to strengthen ties. Achieve zero compliance errors. Distribute investment ideas effectively.

📌 Assistant Manager - HNI, Sales (Siliguri)
🏢 Bajaj Broking
📍 Siliguri