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Genius Consultants
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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 - 22 Lacs

Posted:4 days ago| Platform:

Apply

Skills Required

hni mutual funds portfolio management portfolio management services hni acquisition hni client handling wealth management sales 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

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Genius Consultants

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