Manage HNI portfolios across Mutual Funds, PMS & AIF. Drive AUM growth via client acquisition and direct pitches. Build referral networks and Bank RM ties. Ensure 100% SEBI compliance, KYC documentation, and strict CRM pipeline updates
Required Candidate profile
Graduate with 2-5 years in BFSI/Mutual Fund sales. Max age 32. Must have valid NISM Series V-A. Skilled in HNI relationship management, portfolio analysis, and compliance.