? WE’RE HIRING | SENIOR PRIVATE CLIENT RELATIONSHIP DIRECTOR – HNI & UHNI

Ecomoney Insurance Brokers Pvt. Ltd. is expanding its HNI & Ultra HNI Private Client Advisory business and is looking for high-performing professionals who can build trusted, long-term relationships with affluent clients and deliver a comprehensive insurance advisory experience.

? Locations: Delhi | Gurgaon | Mumbai | Bangalore

? Role: Senior Private Client Relationship Director – HNI & UHNI

What you will do

? Build, manage and grow a portfolio of HNI & Ultra HNI clients through a relationship-led advisory approach.

? Generate revenue across Life Insurance, General Insurance and Health Insurance solutions, with a strong focus on protection, wealth preservation, succession and risk management.

? Independently manage the complete client lifecycle — prospecting, need analysis, solution design, sales, servicing, renewals and relationship management.

? Develop a deep understanding of clients’ financial, family, business and risk-protection requirements and provide bespoke insurance solutions.

? Build relationships with promoters, entrepreneurs, CXOs, professionals, family offices and affluent families.

? Identify and develop opportunities through referrals, existing relationships, professional networks and strategic alliances.

? Work closely with insurers and internal product specialists to structure complex and high-value insurance solutions.

? Drive cross-selling and up-selling across Life, Health and General Insurance portfolios.

? Maintain the highest standards of confidentiality, integrity, transparency and client servicing while managing sensitive HNI relationships.

? Build relationships based on trust, credibility and long-term value creation, rather than transactional selling.

? Ensure strong persistency,



renewals and client retention through proactive engagement and superior service.

? Who are we looking for?

We are looking for professionals with 5–7+ years of relevant experience in:

- Wealth Management / Private Banking
- HNI / UHNI Branch Banking
- HNI Insurance Sales
- Insurance Broking / Advisory
- Private Client / Affluent Banking
- Relationship Management in BFSI The ideal candidate should:

✅ Have a proven track record of independently acquiring and managing HNI/UHNI clients.

✅ Possess strong consultative selling and relationship-management skills.

✅ Be comfortable handling large-ticket insurance transactions and complex client requirements.

✅ Have an established network among HNI/UHNI customers, entrepreneurs, professionals or affluent families.

✅ Demonstrate excellent communication, presentation and negotiation skills.

✅ Be highly relationship-oriented, ethical and trustworthy.

✅ Have the maturity and professionalism required to deal with high-value and highly confidential client relationships.

? What we offer

✨ Attractive performance-linked incentives

✨ Additional perks and perks

✨ Premium HNI/UHNI client portfolio

✨ Opportunity to build a long-term career in Private Client Advisory

✨ Strong growth opportunities

✨ Opportunity to work across Life, Health & General Insurance

✨ High degree of ownership and independence

? Why Ecomoney?

At Ecomoney Insurance Brokers Pvt. Ltd., we are building a differentiated Private Client Advisory platform focused on serving the insurance and risk-management needs of India’s affluent and ultra-affluent segment.

If you are passionate about HNI relationship management, consultative selling and building a high-value client franchise, we would love to hear from you.

? Interested candidates can share their CV / profile with us.

📌 WE’RE HIRING | SENIOR PRIVATE CLIENT RELATIONSHIP DIRECTOR – HNI & UHNI (Gurugram)
🏢 Alete
📍 Gurugram