Position Opening:

Mumbai: 5 (B2C sales) Immediate joiners preferred

We are hiring for our Investments & Partnerships team for candidates with five years of experience in Sales, Business Development, or Relationship Management. Candidates from Wealth Management, Private Banking, Financial Advisory, Premium Banking, Insurance, and wealth management folks dealing with HNI & UHNI clients.

Key Responsibilities

- Identify and acquire new customers through existing HNI and affluent networks (B2C).
- Build relationships with HNIs, entrepreneurs, promoters, CXOs, family offices, and business communities.
- Generate qualified leads through personal references, networking events, and existing databases.
- Conduct meetings, product demonstrations,



and consultations with prospective clients.
- Build a portfolio through directly selling AIF, PMS, Mutual funds & insurance.
- Proficient in handling direct client relationships

Required Skills

- Excellent communication and presentation skills
- Knowledge of financial products for investments
- Solid networking ability
- Relationship management
- Prospecting and lead generation
- High level of professionalism and business etiquette

Qualifications

- Graduate in any discipline
- MBA preferred but not mandatory

📌 Investments & Partnerships Manager/Senior Manager/AVP (Mumbai)
🏢 Hcaps Investech
📍 Mumbai