1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
3.00 LPA TO 6.00 LPA
Position: Sales / Dealing Manager – HNI & Family Office
Location: KolkataExperience: 5+ YearsIndustry: Stock Broking / Wealth Management / Financial ServicesClient Segment: HNI / UHNI Clients & Family Offices
About the Role
We are looking for an experienced Sales / Dealing Manager for a leading broking firm in Kolkata, with a strong ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 27.00 LPA
Key Responsibilities:
Team Leadership & Development:
Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients.
Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives.
Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes.
Conduct regular team ...