Posted By
Posted in
Sales & Marketing
Job Code
1403700
Client Relationship Partner
Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc. We are seeking applicants for the role Client Relationship Partners to be based at Mumbai/Surat/Vadodara/Goa/Ahmedabad/Pune/Nashik locations. Compensation offered will be best in the Industry.
As an Individual Contributor specializing in Alternate Investments, your role focuses on serving High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Here are the key responsibilities and qualifications:
Responsibilities:
- Develop and execute sales strategies targeting HNIs and UHNIs.
- Identify new investment opportunities aligned with client needs.
- Diversify portfolios by offering alternative investment options.
- Collaborate with private wealth managers and financial advisors.
- Provide personalized investment advice and solutions and achieve monthly and yearly targets.
- Maintain strong relationships with existing clients.
- Stay updated on market trends and regulatory changes.
- Upsell investment products to enhance customer engagement.
Qualifications and Skills:
- Proven experience in sales or wealth management. Demonstrated sales track record of private wealth management solutions or luxury real estate
- In depth understanding of sales of investments (e.g., private equity, real estate,). Currently managing an AUM of 500 Cr and above (or real estate sales volume technically equivalent to that as appropriate in the RE industry)
- Excellent communication and negotiation skills.
- Ability to analyze complex financial data.
- B2C UHNI client management experience
- Master's degree in finance, business, or related field.
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Posted By
Posted in
Sales & Marketing
Job Code
1403700