Roles & Responsibilities

Role Overview: The Specialist – Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills.

Key Responsibilities
Client Acquisition and Relationship Management
Identify, prospect, and acquire new high-net-worth clients (HNWIs).
Build, nurture, and sustain long-term relationships with existing clients.
Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.
Product Knowledge and Sales
Attain deep expertise in mutual funds and alternative investment products.
Present and explain product features, benefits, and associated risks to clients effectively.
Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region.
Market Intelligence and Competitive Analysis
Monitor industry trends, regulatory updates, and competitors’ strategies.
Formulate innovative sales strategies to enhance market presence.




Compliance and Risk Management
Ensure adherence to regulatory guidelines and internal compliance standards.
Proactively manage risks to safeguard clients' and the company’s interests.
Maintain accurate and up-to-date documentation of client interactions and transactions.
Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Mandatory Skills :

• Educational Background: MBA from a reputed institution
Certifications: NISM V-A
Experience: 5–10 years in financial services, preferably in wealth management or sales of investment products
Strong knowledge of Indian capital markets and financial instruments
Excellent communication, presentation, and relationship-building skills.
Proven sales and negotiation expertise with a results-driven approach
Ability to work independently and collaboratively in a rapid-paced workplace

Desirable Skills :

NISM, Mutual Fund Sales, Communication Skills

📌 Specialist Affluent Client Segment Surat (India)
🏢 SBI Funds Management
📍 India