Company Description

- Agreya is a SEBI-registered discretionary portfolio manager offering equity, debt, multi-asset and investment advisory services. As we continue to strengthen our presence across key markets, we are looking to expand our business development and client-facing teams.
- This will provide an opportunity for professionals to be an integral part of our fast-growing sales and business function. This will be a high-impact role where you will work closely with senior management, take full ownership of business initiatives and help shape how we scale up our business.
- If you relish working in lean and agile environments, thrive in uncertainty, are driven and self-motivated then this role is right for you.

Location - Bangalore and Pune

Role Description

- Drive new client acquisition within the Mass Affluent, HNI and UHNI segments through networking, referrals, outreach initiatives and market leads.
- Ensure a seamless client onboarding experience , coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.
- Participate in client financial planning and portfolio discussions , including asset allocation, understanding client requirements and risk appetite,



and supporting the development of investment strategies aligned with client financial goals.
- Build and manage long-term client relationships within the region, focusing on client retention, engagement and incremental AUM growth.
- Work towards achieving revenue targets and AUM growth , while identifying opportunities to introduce relevant public market investment solutions to clients.
- Support sales and client engagement initiatives , including events, outreach activities and analytics that help strengthen client relationships and support business growth.

Qualifications

Experience

- 4-10 years of experience in wealth management, retail/private banking, asset management, or financial product selling.

Market Knowledge

- Familiarity and comfort with public market investment products and wealth management solutions.

Sales Capability

- Demonstrated track record in financial product sales and understanding of client investment needs.

Education

- Degree in finance, business, investment, or a related field. Certifications such as NISM, AMFI , or similar will be an added advantage.

Skills

- Strong communication, relationship management, client engagement and analytical capabilities.

📌 Sales Relationship Managers (India)
🏢 Agreya Capital Advisors
📍 India