Job Summary

We are looking for a dynamic and result-oriented HNI Sales skilled responsible for acquiring, managing, and growing relationships with High Net Worth Individual (HNI) clients. The role involves understanding clients' financial goals, offering suitable investment solutions, and driving revenue through relationship-based selling.

Key Responsibilities

- Acquire new HNI and Ultra-HNI clients through networking, referrals, and market prospecting.

- Build and maintain long-term relationships with affluent customers.

- Understand clients' financial objectives and recommend suitable investment products.

- Cross-sell and up-sell wealth management products such as:

- Mutual Funds

- Equity & Derivatives

- PMS (Portfolio Management Services)

- AIF (Alternative Investment Funds)

- Bonds & Fixed Income Products

- IPOs

- Insurance

- Achieve monthly, quarterly, and annual revenue and AUM targets.

- Conduct regular portfolio reviews and investment discussions with clients.

- Generate leads through existing client references and networking events.

- Ensure compliance with regulatory and internal policies.

- Coordinate with research, operations, and product teams to deliver seamless customer service.

- Stay updated on market trends, investment opportunities,



and competitor offerings.

Required Skills

- Strong relationship management and client acquisition skills.

- Excellent communication, negotiation, and presentation skills.

- Good understanding of financial markets and investment products.

- Strong networking and business development capabilities.

- Target-oriented with the ability to work independently.

- Proficiency in MS Excel, CRM systems, and digital sales tools.

Preferred Industry Experience

- Stock Broking

- Wealth Management

- Private Banking

- Asset Management Companies (AMC)

- NBFC

- Financial Services

Key Performance Indicators (KPIs)

- New HNI client acquisition.

- Assets Under Management (AUM) growth.

- Revenue generation.

- Cross-sell and product penetration.

- Client retention and satisfaction.

- Portfolio growth and relationship deepening.

Preferred Candidate Profile

- Proven experience in HNI client acquisition and relationship management.

- Existing HNI/UHNI client network will be an added advantage.

- Strong understanding of investment products and financial planning.

- Ability to build trust and maintain long-term client relationships.

📌 HNI Dealing (Lado Sarai)
🏢 PeopleStrong SaaS
📍 Lado Sarai