We’re Hiring | Sales – HNI Direct Channel

We are looking for an experienced and result-oriented professional to join our

HNI Direct Sales

team.

Function:

Sales – HNI Direct Channel

Role:

HNI / UHNI Client Relationship & Portfolio Management

Location: Ahmedabad

Key Responsibilities

• Meet and build trusted relationships with

HNI, UHNI & Family Office clients
• Manage a customer-facing

B2C role

with a strong focus on portfolio management
• Design and engineer investment portfolios based on client objectives and risk profiles
• Advise HNI clients on suitable investment avenues
• Acquire new HNI clients and deepen existing relationships
• Grow and manage the existing

AUM book
• Work across

Mutual Funds, PMS, AIF & SIF

products
• Lead, manage, and mentor a team of Relationship Managers

What We’re Looking For

✅ Strong knowledge of personal finance, investment avenues & taxation
✅ Detailed understanding of

Fixed Income & Equity products
✅ Robust awareness of current financial markets & affairs




✅ Excellent communication and relationship management skills
✅ Result-oriented and client-focused approach
✅ Strong team player with a learning mindset
✅ Proficiency in

MS Office

Educational Qualifications & Certifications
•

Post-Graduation is mandatory , preferably MBA – Finance
•

NISM Series V-A – Mutual Fund Distributors Certification – Mandatory
•

NISM Series XXI-A – Portfolio Management Services – Mandatory

Interested candidates can share their profile at:[email protected]

If you are passionate about

wealth management, portfolio construction, HNI relationships, and investment solutions , we would love to hear from you!

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📌 Team Lead - HNI Sales (Mumbai)
🏢 The Premier Consultants ( Recruitment Company )
📍 Mumbai