HNI Sales Job Vacancies in Kolkata

Job Title: Channel Partner SpecialistAbout Altius Investech:Altius Investech is a leading wealth management firm specializing in unlisted and pre-IPO shares. We're seeking dynamic individuals to expand our network and drive growth.Key Responsibilities: Identify and onboard new channel partners Train and support partners in promoting Altius Investech's services Develop strategies to increase partner productivity and sales Analyze market trends and competitor activities Collaborate with internal teams to ensure smooth partner operations Achieve partner recruitment and revenue targets Represent Altius Investech at industry events and networking forumsQualifications: Bachelor's degree in Finance, Business, or related field 3+ years experience in channel sales or partner management (preferably in financial services) Strong understanding of unlisted shares and pre-IPO investments Excellent communication and networking skills Analytical mindset with ability to interpret data Self-motivated with a results-driven approachPerks and Benefits: Competitive base salary with lucrative performance-based commissions Health insurance coverage Professional development opportunities Flexible work arrangements Regular team building activities Opportunity for rapid career growthWorking Culture:At Altius Investech, we foster an entrepreneurial spirit. We value innovation, collaboration, and continuous learning. Our open-door policy encourages idea-sharing at all levels.Screener Questions:1. Describe your experience in managing channel partners or sales networks.2. How do you stay updated on trends in the unlisted shares market?3. What strategies would you employ to recruit and motivate channel partners?4. Share an example of how you've successfully grown a partner network in the past.5. How do you balance partner support with achieving sales t

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, 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.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship record for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

Acquiring of good retail/uhni/hni clients with their Funds/Portfolio and generating revenue on his own to justify CTC and ensure incentive. They will chase big clients to move their portfolio on LKPs platform. BM should be able to advice the correct product as per requirement (need to act as Portfolio Manager). Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . Min source 2 clients p.m MPC 3 x above which attractive incentive from (5-15)%

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

Competencies Required:Confident & Assertive.Good Communication skills, abilities, and pleasing personality.Negotiation Skills.Ability to motivate and manage Team/People Management.Educational Qualification: Minimum GraduateExperience: Above5-6 yearsCTC: 4 To 5 Pro data salary will be there for 3 months, after 3 months your performance will be reviewed after that you will get a confirmation letter with that your salary will be fixed.