HNI Sales Job Vacancies in Gurgaon

Role Overview: We are looking for a driven and strategic professional to join our Business Development team, focused on sourcing, onboarding, and managing B2B clients in the investment banking space. The role requires active engagement across startups, MSMEs, and investor networks to support fundraising and M&A transactions.Key Responsibilities: Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. Client Acquisition & Relationship Management: Build and nurture long-term relationships with startups, founders, and business owners, guiding them through their capital-raising journey. Investor Ecosystem Engagement: Engage with VCs, PEs, family offices, and HNIs to understand funding interests and map them with suitable opportunities. Collaboration & Coordination: Liaise between internal teams and clients to ensure smooth coordination on deliverables, due diligence, and communication. Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. Market Research & Intelligence: Conduct deep industry research to identify market trends, new leads, and competitive benchmarks. Event Participation: Represent the company at industry forums, startup events, and investor summits to build visibility and generate leads.Key Skills Required: Proven ability in B2B Sales, deal sourcing and client onboarding Strong communication, negotiation, and interpersonal skills Proficiency in CRM, Excel, and reporting tools Self-starter attitude with a business-driven mindset

Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008

Efficient candidate with good interpersonal skills and sales quality, with good understanding of share market

JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects,structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local andglobal competitors Follow-up with existing clients.

Role & Responsibilities:- Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects,structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local andglobal competitors Follow-up with existing clients.