ABOUT ACCRUE

Accrue Finvisor LLP is a boutique wealth management and distribution firm, registered with AMFI as a Mutual Fund Distributor . We work with HNI and NRI families to build and look after their portfolios across mutual funds, PMS, AIFs, bonds and GIFT City (IFSC) funds.

THE ROLE

You will own a book of HNI/NRI relationships end to end: bringing in current families, deepening existing ones, and making sure every client feels well looked after.

WHAT YOU'LL DO

- Acquire new HNI/NRI clients through referrals, your own network, and Accrue's events and content
- Grow AUM and the SIP book across mutual funds, PMS, AIFs, SIF, bonds and GIFT City/IFSC funds
- Run client meetings and portfolio reviews independently, with research support from the team
- Share product information matched to each client's goals and risk profile, within SEBI distributor norms




- Coordinate with operations on onboarding, KYC, transactions and service requests
- Keep clients updated proactively on markets, portfolio changes and regulatory developments
- Maintain clean CRM records and meet quarterly acquisition and AUM goals

WHAT WE'RE LOOKING FOR

- 48 years in wealth management, private banking or mutual fund distribution, working with HNI and UHNI clients
- Currently managing or servicing AUM of 50 Cr+
- Strong product knowledge: mutual funds (essential); PMS, AIFs and bonds (preferred)
- NISM Series V-A certification (mandatory); NISM Series XXI-A (preferred)
- Clear, confident communication in English and Hindi
- An existing Delhi NCR client base is a plus

📌 Relationship Manager (New Delhi)
🏢 Accrue Finvisor
📍 New Delhi