Company Description Agreya is a SEBIregistered discretionary portfolio manager offering equity debt multiasset and investment advisory services As we continue to strengthen our presence across key markets we are looking to expand our business development and clientfacing teams This will provide an opportunity for professionals to be an integral part of our fastgrowing sales and business function This will be a highimpact 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 selfmotivated 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 productive and highquality 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 longterm 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 410 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