HNI Relationship Sales Manager

Manmuk Creations

4 - 6 years

8 - 12 Lacs

kolkata mumbai

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Skills Required

wealth management hni hni sales hni acquisition hni client handling portfolio management ultra hni acquire pcg private client group or hni high net-worth individual clients investment advisory private client group financial advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with high net worth individuals (HNIs) and private client groups (PCGs) to acquire new clients through wealth management services.
Provide investment advisory solutions to HNI/PCG clients, ensuring portfolio management and financial planning.
Handle client queries, resolve issues, and maintain strong communication channels to build long-term relationships.
Identify opportunities for cross-selling other banking products and services to existing clients.
Collaborate with internal teams to ensure seamless delivery of wealth management solutions.

Desired Candidate Profile

4-6 years of experience in HNI sales or similar roles within the financial industry.
Strong understanding of investment advisory, portfolio management, and private client group services.
Excellent relationship-building skills with ability to handle ultra-high net worth individuals (UHNI).
Proven track record of acquiring new HNI/PCG clients through effective networking and marketing efforts.

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