Sales Manager

AnandRathi; Kolkata District; On-site; INR 800,000 - 1,500,000; Full time

Job summary

AnandRathi in Kolkata District is seeking a seasoned professional to acquire HNI clients and manage a team of Relationship Managers. The role demands a minimum of 5 years’ experience in Wealth Management or Banking, along with proven sales capabilities.

The successful candidate will be responsible for building a robust client portfolio, cross-selling financial products, and achieving revenue targets while maintaining strong client relationships.

Qualifications

• Minimum 5 years experience in Broking, Wealth Management, or Banking.
• Strong exposure to HNI client acquisition and relationship management.
• Proven track record in sales and revenue generation.

Responsibilities

• Acquire HNI / Privilege clients through networking and referrals.
• Recruit and manage a team of Relationship Managers.
• Cross-sell financial products including Equity and Mutual Funds.

Skills

HNI client acquisition

Relationship management

Sales and revenue generation

Financial markets knowledge

Networking and communication skills

Job description

Role & responsibilities

• Acquire HNI / Privilege clients through networking, referrals, and market intelligence
• Recruit and manage a team of Relationship Managers
• Build and manage a strong AUM-based client portfolio
• Cross-sell financial products: Equity, Mutual Funds, Insurance, PMS, Structured Products
• Drive monthly and quarterly revenue targets
• Maintain strong client relationships and provide investment advisory support
• Promote focus products and business strategies
• Track and update client interactions in CRM systems
• Lead and mentor team members (if applicable)

Preferred candidate profile

• Minimum 5 years experience in Broking / Wealth Management / Banking
• Strong exposure to HNI client acquisition & relationship management
• Proven track record in sales and revenue generation
• Good knowledge of financial markets & investment products
• Excellent networking and communication skills
• Local market understanding preferred