Skip to content

Search jobs inside your AI agent. Claude, ChatGPT, Gemini, Cursor and Grok

Connect

ShortlistedYou Executive Search and Staffing

NewBe an early applicant

HNI Sales Executive

Posted Updated
Discussion

Description

We are seeking a motivated and results-driven HNI Sales Executive to join our dynamic team in the Delhi-NCR region. The ideal candidate will have a strong background in sales, particularly in the financial services sector, with a focus on high-net-worth individuals (HNI). This role is pivotal in driving our sales strategy and expanding our client base. Key Responsibilities: - Develop and maintain relationships with high-net-worth clients, understanding their financial needs and providing tailored solutions. - Promote and sell a range of financial products including broking services, securities, portfolio management services (PMS), alternative investment funds (AIF), and mutual funds. - Conduct market research to identify potential clients and new business opportunities. - Collaborate with internal teams to ensure seamless service delivery and client satisfaction. - Prepare and present financial proposals to clients, addressing their investment goals and risk appetite. - Stay updated on market trends, regulatory changes, and product offerings to provide informed advice to clients. - Achieve sales targets and contribute to the overall growth of the organization. Required Skills: - Proven experience in HNI sales, preferably in the financial services industry. - Strong knowledge of broking, securities, PMS, AIF, and mutual funds. - Excellent communication and interpersonal skills to build rapport with clients. - Ability to analyze financial data and market trends to make informed recommendations. - Strong negotiation skills and a results-oriented mindset. - Ability to work independently and as part of a team in a fast-paced environment. If you are passionate about sales and have a track record of success in managing HNI clients, we encourage you to apply for this exciting opportunity to grow your career with us.
Apply

See also

Sales jobs by country — openings, pay and top skills →