We’re Hiring | Sales – HNI Direct ChannelWe are looking for an experienced and result-oriented professional to join ourHNI Direct Salesteam.Function:Sales – HNI Direct ChannelRole:HNI / UHNI Client Relationship & Portfolio ManagementLocation: AhmedabadKey Responsibilities
- Meet and build trusted relationships withHNI, UHNI & Family Office clients
- Manage a customer-facingB2C rolewith 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 existingAUM book
- Work acrossMutual Funds, PMS, AIF & SIFproducts
- Lead, manage, and mentor a team of Relationship ManagersWhat We’re Looking For✅ Strong knowledge of personal finance,



investment avenues & taxation✅ Detailed understanding ofFixed Income & Equity products✅ Strong awareness of current financial markets & affairs✅ Excellent communication and relationship management skills✅ Result-oriented and client-focused approach✅ Robust team player with a learning mindset✅ Proficiency inMS OfficeEducational 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 – MandatoryInterested candidates can share their profile at:[email protected] you are passionate aboutwealth management, portfolio construction, HNI relationships, and investment solutions, we would love to hear from you!#Hiring #AMC #SalesJobs #HNISales #UHNI #FamilyOffice #WealthManagement #PortfolioManagement #AssetManagement #MutualFunds #PMS #AIF #SIF #InvestmentManagement #FinanceJobs #RelationshipManagement #Leadership #Careers

📌 Team Lead - Hni Sales (Maharashtra)
🏢 The Premier Consultants ( Recruitment Company )
📍 Maharashtra