Sales / Dealing Manager – HNI & Family Office

Recex Pvt Ltd.; Kolkata District; On-site; INR 1,200,000 - 1,600,000; Full time

Job summary

Recex Pvt Ltd. in Kolkata is seeking an experienced Sales / Dealing Manager to drive HNI/UHNI and Family Office client acquisition and revenue generation.

You will manage relationships, coordinate trading and capital markets activities, and service high-net-worth clients with bespoke investment solutions. Responsibilities include leveraging existing networks, approaching new HNI/Family Office prospects, and coordinating with operations, research, and compliance to ensure compliant, timely

Qualifications

• Minimum 5 years in Stock Broking/Wealth Management/Capital Markets.
• Existing HNI/UHNI and Family Office client network mandatory.
• Strong knowledge of Equity Markets, Trading, Demat and Broking Products.

Responsibilities

• Leverage existing relationships with HNI/UHNI clients and Family Offices to generate business.
• Independently approach and acquire new HNI/Family Office clients.
• Manage and develop long-term relationships with existing clients.
• Handle client requirements related to equity trading, investments and capital markets.
• Execute and coordinate client orders/trades as per company and regulatory guidelines.
• Generate revenue through broking and other financial products/services.
• Provide regular market updates and coordinate with the Research team for relevant client inputs.
• Identify cross-selling and up-selling opportunities.
• Coordinate with Operations, RMS, Research and other internal teams for smooth client servicing.
• Maintain client relationships, business pipeline and revenue targets.

Skills

HNI Acquisition

UHNI

Family Office

Equity Trading

Stock Broking

Wealth Management

CRM

Business Development

Revenue Generation

Capital Markets

Job description

Position: Sales / Dealing Manager - HNI & Family Office

Location: Kolkata
Experience: 5+ Years
Industry: Stock Broking / Wealth Management / Financial Services
Client 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 existing network of HNI/UHNI clients, Family Offices, investors and business owners.

The candidate will be responsible for client acquisition, relationship management, trading/dealing and revenue generation from the HNI and Family Office segment.

Key Responsibilities

• Leverage existing relationships with HNI/UHNI clients and Family Offices to generate business.
• Independently approach and acquire new HNI/Family Office clients.
• Manage and develop long-term relationships with existing clients.
• Handle client requirements related to equity trading, investments and capital markets.
• Execute and coordinate client orders/trades as per company and regulatory guidelines.
• Generate revenue through broking and other financial products/services.
• Provide regular market updates and coordinate with the Research team for relevant client inputs.
• Identify cross-selling and up-selling opportunities.
• Coordinate with Operations, RMS, Research and other internal teams for smooth client servicing.
• Maintain client relationships, business pipeline and revenue targets.

Candidate Profile

• Minimum 5 years of relevant experience in Stock Broking, Wealth Management, Private Banking or Capital Markets.
• Existing HNI/UHNI and Family Office client network is mandatory.
• Should be able to independently approach their existing HNI/Family Office contacts for business.
• Strong knowledge of Equity Markets, Trading, Demat and Broking Products.
• Proven track record in HNI client acquisition and revenue generation.
• Excellent communication, relationship management and negotiation skills.
• Strong business development and client servicing capabilities.
• Candidates currently working with broking/wealth management firms will be preferred.

Key Skills

HNI Client Acquisition | UHNI | Family Office | Equity Trading | Stock Broking | Wealth Management | Client Relationship Management | Business Development | Revenue Generation | Capital Markets