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, robust 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 ma

📌 Corporate Sales (India)
🏢 IAssess Consultants
📍 India