Role Highlights
Existing Client Relationships | No Cold Calling | No Field Work
Work with HNI & affluent clients
Established client base with investment-focused discussions
Direct exposure to Senior Management
AI-driven systems & workflows
Stable Full-Time | Permanent role
Key Responsibilities
Manage and strengthen relationships with existing HNI / affluent clients .
Handle client queries and investment-related discussions.
Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments.
Conduct client meetings and Zoom discussions.
Coordinate with internal advisory and operations teams.
Maintain skilled client communication and relationship records.
Support client engagement and business opportunities from the existing client base.
Candidate Profile
3–7 years of relevant experience in AMC, Mutual Funds, Private Banking, Wealth Management, Priority Banking,
Stock Broking or Financial Services .
Experience with HNI / affluent clients preferred .
Strong knowledge of Mutual Funds and investment products .
Excellent English communication and client-handling skills.
Graduate / Postgraduate mandatory .
NISM preferred, not mandatory .
Qualified, confident and relationship-oriented approach.
Preferred Background
Professionals currently or previously associated with leading AMCs, Mutual Fund companies, Private Banks, Wealth Management firms and Financial Services companies .
Compensation
₹2.40 – ₹5.00 LPA CTC
Based on relevant experience and profile.
About D.R. Brokers
34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities