Job Description

We are seeking an articulate, polished, and exceptionally soft-spoken Private Wealth Associate to lead HDFC TRU's outreach initiatives for our wealth management practice.

About the Role

In this high-touch role, you will be the first voice of our brand, engaging directly with Ultra High Net Worth Individuals (UHNIs), C-suite executives, and Family Offices. Your primary objective is not hard selling, but rather conducting high-quality, consultative introductory conversations, understanding client nuances, presenting our value proposition with composure, and securing meetings for our Senior Wealth Managers.

Responsibilities

- High-Value Prospecting: Conduct strategic, outbound phone engagements with prospective UHNI clients, successful entrepreneurs, and key decision-makers at Family Offices.
- Consultative Value Pitching: Deliver brief, articulate, and compelling introductions to our bespoke wealth management solutions, private market opportunities, and portfolio strategies.
- Lead Qualification & Nurturing: Gauge prospect interest, identify current wealth management pain points,



and qualify leads with discretion and subtle tact.
- Brand Representation: Maintain the highest standard of sophistication, emotional intelligence, and professionalism in every interaction.
- CRM Management: Document client preferences, key insights, and interaction histories meticulously.

Qualifications

- Bachelor's degree in business, Finance, Economics, Communications, or a related field.
- 1–3 years private banking lead generation, high-ticket luxury sales, executive tele-engagement, or premium hospitality.
- Articulative, soft spoken and fluent in English.
- Basic understanding of wealth management industry and products.

Required Skills

- Exceptional communication skills.
- Robust interpersonal skills.
- Ability to engage with high-net-worth individuals.

Preferred Skills

- Experience in high-end telesales.
- Knowledge of wealth management products.
- Background in luxury services or hospitality.

📌 Private Wealth Associate (Mumbai)
🏢 HDFC Securities
📍 Mumbai