Job Description

Job Title: HNI Sales Manager

Key Responsibilities:

Client Acquisition & Relationship Management:

Acquire new HNI clients through networking, referrals, and database management. Build and maintain strong, long-term relationships with high-net-worth individuals. Understand unique HNI needs, preferences, and budgets to offer tailored solutions.

Sales & Advisory:

Meet and exceed sales targets for luxury products, property, financial instruments (MF, PMS, structured products), or international travel. Deliver personalized consultations, presentations, and site visits (for property). Provide advisory on market conditions, investments, and financial planning.

Portfolio & Service Management:

Manage a portfolio of HNI clients, ensuring high satisfaction and retention. Offer comprehensive banking/financial solutions (360-degree approach). Ensure seamless after-sales service, often collaborating with CRM/internal teams.

Reporting & Strategy:

Maintain detailed records in CRM and provide regular sales reports. Collaborate with marketing for events and campaigns. Stay updated on market trends, destinations (for travel), or property markets.

Qualifications & Skills:

Experience:

Proven track record in HNI sales, wealth management, luxury retail, or real estate, with experience in managing AUM/client portfolios.

Skills:

Excellent communication, interpersonal, negotiation, and presentation skills.

Knowledge:

In-depth understanding of relevant markets (real estate, luxury, finance).

Attributes:

Customer-centric, confident, well-groomed, professional, with high integrity.

Education:

Graduate degree often mandatory.

Key Performance Indicators (KPIs):

Sales targets (AUM, Revenue). Client acquisition and retention rates. Number of client meetings/interactions. Client satisfaction scores
Interested candidates can send their resume to careers@smotpro.com

Regards,

Pavithra

9740938555

Job Type: Full-time

Pay: ?300,000.00 - ?500,000.00 per year

Work Location: In person