Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in kolkata
>
Genius Consultants
>
B2C Sales - Wealth RM | Stock Broking | HNI Sales | Kol Upto 23L

B2C Sales - Wealth RM | Stock Broking | HNI Sales | Kol Upto 23L

Genius Consultants

3 - 8 years

|

15 - 20 Lacs

kolkata mumbai (all areas)

Posted:10 hours ago| Platform:

Apply

Skills Required

sales hni mutual funds portfolio management portfolio management services hni acquisition hni client handling wealth management b2c hni sales pms mf investment advisory investment products aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L

Should have prior experience of working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.

Preferred candidate profile

Responsible for bringing their existing HNI/UHNI clients and building a strong client book
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

Regards,

Sandipa

7980475998

More Jobs at Genius Consultants

Stores Sales Manager

Bengaluru

Experience: Not specified

INR 2 - 4 Lacs

Hr Employee Relations Manager

Bengaluru

Experience: Not specified

INR 2 - 2 Lacs

Hr Operations Officer

Chennai

INR 0 - 3 Lacs

Telesales Associate

Bengaluru

INR 2 - 4 Lacs

Field Support Engineer

Bengaluru

INR 1 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Genius Consultants

Consulting

N/A

RecommendedJobs for You

B2C Sales - Wealth RM | Stock Broking | HNI Sales | Kol Upto 23L

Genius Consultants

kolkata, mumbai (all areas)

Relationship Manager

hyderabad, ahmedabad, bengaluru

Portfolio Manager

kolkata, mumbai, new delhi, hyderabad, pune, chennai, bengaluru

B2C Sales - Wealth RM | Stock Broking | HNI Sales | Kol Upto 23L

Genius Consultants

kolkata, mumbai (all areas)

Share Market Trader

panchkula

Family Office - Investment Manager

Altamira Projects Llp

kolkata

Private Banking Relationship Manager | UHNI /HNI | CTC - Up To 65 LPA

hyderabad, chennai, mumbai (all areas)

Wealth Manager/ Portfolio Manager- Stock Broking co- Hyderabad/ Mumbai

Aspiring Mantra

hyderabad, chennai, bengaluru, mumbai (all areas)

HNI Portfolio Relationship Manager-Stock Broking Co- Hyderabad/Chennai

Aspiring Mantra

hyderabad, chennai

Portfolio Manager

mumbai, maharashtra, india