Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products,

and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

- Understand client requirements and recommend investment products aligned with

financial objectives and risk profile.
- Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio

suitability.
- Stay updated on financial markets, economic conditions, and investment product

offerings.
- Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail

prospects to introduce SPA’s wealth and advisory services.
- Generate business leads, evaluate enquiries, and propose effective investment

solutions.
- Identify and develop relationships with strategic partners to expand outreach and

opportunities.
- Manage client relationships end-to-end, ensuring proactive engagement and personalized

service.
- Retain and expand the existing client base through structured follow-ups and consistent

value delivery.




- Ensure timely resolution of post-sales service issues and continuously explore crosssell/up-sell opportunities.
- Work closely with internal research, product, and marketing teams to develop relevant

investment ideas and marketing collateral.
- Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset

Management Companies and Clients.
- Maintain professional conduct and ensure high service quality to meet and exceed client

expectations. Skills & Experience

- Minimum 8 years of experience in sourcing and managing HNI clients in wealth

management or related financial services.
- Robust understanding of Equity and Debt Capital Markets, mutual funds, insurance,

and structured investment solutions.
- Familiarity with global markets and international investment products will be an

added advantage.
- High level of comfort with technology platforms, digital tools, CRM systems, and AIassisted advisory workflows.
- Excellent communication, presentation, negotiation, and relationship management skills

with strong proficiency in English. Qualifications & Certifications

- Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong

academic background.
- Mandatory NISM / AMFI certifications.
- Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth

Management will be considered a strong bonus.
- Existing strong client relationships will be given due weight.

Skills: debt & equity financing,mutual funds,equity capital markets,wealth,insurance

📌 Corporate Sales & Manager - Mutual Fund AB (Delhi)
🏢 IAssess Consultants
📍 Delhi