HNI Sales Job Vacancies in Bhubaneswar

1. Drive lead generation through personal PR networks, including corporate houses, HNIs, NRIs, and institutional clients.2. Identify potential new markets, customer segments, and bulk investors for company projects.3. Recruit, Onboard and train IBAs, maintain strong relationship with high-performing IBAs.4. Define and implement monthly/quarterly sales plans and ensure team adherence. Take ownership of achieving revenue targets across projects.5. Lead complex negotiations and finalize deals in coordination with Sales Head/Management. Ensure extraordinary customer experience pre- and post-booking.6. Consolidate daily/weekly reports from reportees and prepare analytical insights. Track performance metrics like lead-to-sale ratio, agent contribution, and campaign ROI. Present periodic reports to Sales Head with recommendations for improvements.

Job Description Wealth Relationship ManagerRoles and Responsibilities Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achievebusiness target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers.

Hi,We are hiring for a leading wealth and asset management firm.Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory.

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.