01Key Responsibilities
Connect with HNI clients through calls, meetings, referrals, and digital channels.
Understand clients' investment objectives and recommend suitable unlisted share and Pre-IPO investment opportunities.
Generate revenue by selling unlisted equity and Pre-IPO investment products.
Build and maintain strong relationships with existing and prospective clients.
Regularly follow up with clients regarding recent investment opportunities and market updates.
Manage the complete sales cycle from lead generation to investment closure.
Coordinate with internal teams to ensure smooth transaction execution.
Maintain accurate client records and interaction details in the CRM system.
02Requirements
Bachelor's degree in Business, Finance, Marketing, or a related field.
2+ years of experience in Sales, Relationship Management, Wealth Management, Broking, Financial Services, or Investment Advisory.
Strong communication, negotiation, and client relationship skills.
Experience dealing with HNI/UHNI clients will be preferred.
Knowledge of stock markets, unlisted shares, and Pre-IPO investments is an added advantage.
Key Skills:
Client Relationship Management
HNI Client Handling
Sales & Business Development
Investment Advisory
Wealth Management
Lead Conversion
Negotiation & Closing
CRM Management
Communication & Presentation Skills
Job Type: Full time
Compensation: 60,000.00 per month
Work Location: In person .
