Job Description Company Description
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- Agreya is a SEBI-registered discretionary portfolio manager offering equity, debt, multi-asset and investment advisory services. As we continue to strengthen our presence across key markets, we are looking to expand our business development and client-facing teams.n
- This will provide an opportunity for professionals to be an integral part of our fast-growing sales and business function. This will be a high-impact role where you will work closely with senior management, take full ownership of business initiatives and help shape how we scale up our business. n
- If you relish working in lean and agile environments, thrive in uncertainty, are driven and self-motivated then this role is right for you. n

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n Location - Bangalore and Pune
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n Role Description
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- Drive new client acquisition within the Mass Affluent, HNI and UHNI segments through networking, referrals, outreach initiatives and market leads.n
- Ensure a seamless client onboarding experience ,



coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.n
- 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.n
- Build and manage long-term client relationships within the region, focusing on client retention, engagement and incremental AUM growth.n
- Work towards achieving revenue targets and AUM growth , while identifying opportunities to introduce relevant public market investment solutions to clients.n
- Support sales and client engagement initiatives , including events, outreach activities and analytics that help strengthen client relationships and support business growth.n

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n Qualifications
n Experience
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- 4-10 years of experience in wealth management, retail/private banking, asset

📌 Sales Relationship Managers (Bengaluru)
🏢 Agreya Capital Advisors
📍 Bengaluru