Sales Manager (HNIs) at DOT Microfinance Bank

About the Role

DOT Microfinance Bank is seeking a highly sophisticated and target-driven Sales Manager to lead our efforts in acquiring and deepening relationships with High-Net-Worth Individuals (HNIs). Reporting directly to the Chief Commercial Officer (CCO), you will be responsible for defining and executing the sales strategy to attract and manage a portfolio of affluent clients, driving significant growth in deposits, investments, and bespoke lending solutions.

Key Responsibilities

Client Acquisition & Portfolio Growth

• Identify, prospect, and secure new High-Net-Worth Individual clients, focusing on acquiring significant deposits and investment mandates
• Proactively understand the complex financial needs of HNI clients and structure customised solutions leveraging the bank's full product suite (tailored lending, exclusive investment products, wealth advisory)
• Develop and maintain a strong professional network, including legal advisors, accountants, and family offices, to generate high-quality referrals and expand the client base

Relationship Management

• Serve as the dedicated primary relationship manager for your HNI portfolio, ensuring exceptional, discreet, and personalised service that exceeds client expectations
• Develop strategies to maximise client retention and increase the share of wallet by cross-selling and up-selling products based on life-stage and wealth planning needs

Performance & Compliance

• Meet and exceed aggressive targets for new client acquisition, portfolio size (AUM/Deposits), and revenue generation as defined by the CCO
• Ensure all client onboarding and transactional activities adhere strictly to regulatory requirements, anti-money laundering (AML) policies, and internal compliance standards