Jainam Broking Limited

- 4 weeks ago

Location

Pune

Department

Distribution - JBL

Employment Type

Full time

Applications Received

7

Closes On

11 Oct, 2026

Key Responsibilities

- Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products:
- Act as the primary point of contact for high net worth individual (HNI) clients.
- Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
- Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
- Conduct regular portfolio reviews and performance updates for existing clients.
- Lead Generation and Sourcing of New Clients and Accounts:
- Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
- Collaborate with marketing and sales teams to generate leads and convert them into active accounts.
- Arranging Client Meetings with Fund Managers on Regular Intervals:




- Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
- Ensure timely communication of investment strategies, market insights, and performance reports to clients.
- Facilitate productive discussions to address client queries and concerns regarding their investments.
- Managing Events with HNI and Ultra HNI Clients with AMC Support:
- Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs).
- Reviews of Client Existing Investments on Regular Basis:
- Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives.
- Support and Servicing to Existing Branches and Sub-brokers:
- Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
- Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices.

📌 Associate Vice President - Distribution (Pune)
🏢 Jainam Share Consultants
📍 Pune