Role Overview:

The role focuses on building and managing relationships with HNI/UHNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive recent business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions.

Key Responsibilities:
Identify, Build and manage a portfolio of ultra/high-net-worth individuals (HNIs/UHNIs), corporate clients, and institutional investors.
Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions.
Develop robust relationships with existing clients, ensuring customer satisfaction and retention.
Identify recent business opportunities through networking, referrals, and market intelligence.
Stay updated on market trends, product developments,



and regulatory changes in the fixed income space.
Collaborate with internal teams, including research and product specialists, to provide clients with in-depth insights and analysis.
Achieving and exceed sales targets by delivering consistent performance.

Qualifications and Experience:
Bachelor’s degree in finance, Business Administration, Economics, or a related field (MBA preferred).
3+ years of experience in financial services, wealth management, or investment advisory, with exposure to fixed-income products.
Strong understanding of bonds, fixed-income securities, and capital markets.
Excellent communication, negotiation, and relationship management skills.
Self-motivated, goal-oriented, and capable of working independently.

📌 Wealth/relationship/portfolio Manager Bengaluru
🏢 AI Growth Private
📍 Bengaluru