Key Responsibilities

- Acquire new HNI and Ultra-HNI clients for the company's investment advisory services.
- Develop and maintain a strong network of HNI investors, entrepreneurs, business owners, CXOs and affluent professionals.
- Generate leads through personal networking, references, professional contacts, seminars, events, LinkedIn and other legitimate channels.
- Identify prospects with significant investible assets and genuine requirement for professional investment advisory.
- Conduct initial client meetings and understand the prospect's investment objectives and requirements.
- Present the company's SEBI Registered Investment Adviser profile, advisory process, service proposition and applicable fee structure.
- Convert qualified prospects into paying advisory clients.
- Maintain a healthy sales pipeline and conduct systematic follow-ups.
- Develop referral relationships with suitable professional networks such as CAs, tax professionals, lawyers, entrepreneurs and business consultants, subject to the firm's compliance framework.
- Achieve monthly, quarterly and annual client acquisition and advisory revenue targets.
- Maintain accurate records of leads, meetings, follow-ups, proposals and conversions in the CRM.
- Coordinate with the Investment Adviser/Research/Compliance team for client onboarding and subsequent servicing.
- Build long-term relationships with acquired clients and generate legitimate referrals.
- Participate in HNI events, investor meetings, seminars and networking activities.
- Ensure that all client communication remains compliant with SEBI regulations and company policies.





Ideal Candidate Profile
- 38 years of experience in HNI/Wealth Management/Investment Advisory/Private Banking/Financial Services/Relationship Management/Sales.
- Existing HNI client network will be strongly preferred.
- Proven track record of acquiring high-value clients.
- Experience in selling/advising on wealth or investment-related financial services.
- Strong communication, presentation and negotiation skills.
- Excellent relationship-building and networking abilities.
- Strong commercial orientation with the ability to achieve revenue targets.
- Ability to deal confidently with business owners, CXOs and affluent investors.
- Comfortable conducting face-to-face meetings with HNI clients.
- Positive understanding of equity markets, mutual funds, portfolio management and investment concepts is preferred.
- NISM certification as applicable to the actual role and responsibilities.

Key Performance Indicators (KPIs) The candidate will be evaluated on:
- Number of qualified HNI leads generated
- Number of HNI meetings conducted
- New advisory clients acquired
- New advisory fees generated
- Monthly/quarterly revenue achievement
- Client retention and renewal
- Referral generation
- Conversion ratio
- Quality of client acquisition

Target Client Profile Priority should be given to:
- Business Owners / Entrepreneurs
- CXOs / Senior Corporate Executives
- HNI Investors
- Ultra-HNI Families
- Doctors / Lawyers / Chartered Accountants
- Senior Professionals
- NRIs, where services can legally and compliantly be provided
- Investors with substantial existing portfolios

📌 Senior Relationship Wealth Manager (Kaushambi)
🏢 Mehak Wealth Management
📍 Kaushambi