Role & responsibilities
Acquire and develop relationships with HNI, UHNI and Family Office clients.
Drive new client acquisition through direct outreach, networking and referrals.
Understand client investment objectives, financial needs and risk profiles.
Present suitable investment solutions across Mutual Funds, PMS and AIF.
Build and maintain long-term relationships with high-value clients.
Drive cross-selling and upselling to increase share of wallet and revenue.
Conduct regular portfolio reviews and provide relevant investment updates.
Identify new business prospects through client networks and industry circles.
Share market insights, trends and relevant product information with clients.
Ensure timely and high-quality client servicing.
Maintain accurate client documentation, records and reporting.
Ensure compliance with regulatory guidelines and internal company policies.
Preferred candidate profile
815 years of relevant experience in Wealth Management, AMC, Mutual Funds, PMS, AIF, Private Banking or Financial Services.
Strong experience handling HNI/UHNI clients.
Proven experience in client acquisition and relationship management.
Positive understanding of Mutual Funds, PMS and AIF.
Strong business development, cross-selling and upselling capabilities.
Excellent communication and presentation skills.
Robust networking and relationship-building abilities.
Client-focused and service-oriented approach.
Strong understanding of financial products and investment solutions.