Job Title: Senior Sales Manager - (Wealth) - MF / PMS/AIF

This role requires both Acquisition as well as Advisory

Position Overview The Senior Relationship Manager - HNI Sales is responsible for maximizing sales and revenue by managing and expanding relationships with Retail and HNI clients. The role focuses on client acquisition, portfolio advisory, cross-selling mutual fund products, and delivering superior customer experience while ensuring strict compliance.

Key Responsibilities

- Up-sell I MF / PMS / AIF to Retail/HNI clients from assigned database
- Generate fresh leads through client references to expand clientele
- Acquire HNI clients and maintain regular engagement through calls and follow-ups
- Advise investors by analyzing asset allocation and providing customized investment solutions
- Achieve assigned business targets across product mix and revenue
- Enhance and upgrade client net-worth relationships
- Profile customers and recommend suitable financial products based on needs




- Provide investment planning and advisory services
- Ensure highest levels of service delivery and compliance
- Act as a single point of contact for assigned customers

Required Experience & Skills

Experience:

- 8+ years of sales experience in Banking/ AMC
- Experience managing Retail/HNI clients
- Preference for NISM-certified candidates (NISM 5A mandatory)

Key Skills:

- Relationship Management
- Influencing & Interpersonal Skills
- Strong Product & Mutual Fund Knowledge
- Presentation & Communication Skills
- Result-oriented with solid compliance adherence

Education:

- Post Graduate / MBA

What Success Looks Like

- Consistent achievement of sales and revenue targets
- Strong and growing Retail/HNI client relationships
- High customer satisfaction and retention
- Effective cross-selling and portfolio advisory

📌 Senior Relationship Manager (Delhi)
🏢 Aspire u0026 Succeed HR
📍 Delhi