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Bwise Solutions
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Hni Sales Manager

Hni Sales Manager

Bwise Solutions

4 - 9 years

|

5 - 10 Lacs

kolkata mumbai (all areas)

Posted:3 hours ago| Platform:

Apply

Skills Required

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

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies.
Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc.
Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings.
Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals.
Analyze market trends and competitor activity to stay ahead in the competitive landscape.

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Bwise Solutions

Information Technology

San Francisco

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