Designation: Client Engagement Associate / Manager

- Experience: 2-6 years in sales or client onboarding (HNI/UHNI clients)
- Qualification: Graduate/Postgraduate in any discipline; a formal finance qualification or related certification is an added advantage
- Location: Durgapura, Tonk Road, Jaipur

Must Have

- Direct HNI/UHNI client engagement and onboarding experience
- A proven track record of building your own client pipeline over long sales cycles

What you'll do

- Build genuine, trust-based relationships with HNI/UHNI prospects sourced through your personal network, associations, societies, clubs, RWAs of affluent communities, corporate events, alumni networks and premium club events. Represent the practice in one-on-one meetings or organise awareness sessions to generate qualified leads.
- awareness sessions to generate qualified leads.
- Own the full prospect journey: qualify leads on wealth potential and readiness, run the initial conversations, and manage a documented handoff to the senior advisor for the deeper advisory discussion, so nothing gets lost between first contact and onboarding.
- Personally manage onboarding for new HNI clients, making sure paperwork, KYC and account setup happen smoothly and the client's first experience with the practice is seamless.
- Mine your own network and the practice's existing client base for referrals, and put a structured, repeatable referral system in place rather than relying on chance introductions.
- Cultivate long-term channel relationships with RWA committees, corporate HR contacts and other referral partners, so the pipeline compounds year over year instead of resetting each quarter.
- Represent the practice on the ground,



running and coordinating sessions at corporates and societies, and keep testing new outreach ideas and partnership channels to keep the pipeline fresh.
- Track your own pipeline and conversion against a clear, AUM-linked target, and treat that number, not activity, as the real measure of success.

Who we're looking for

Between 2 and 6 years of sales or client acquisition experience, from any industry, where you've personally engaged and onboarded HNI or UHNI clients. This could look like:

- Luxury real estate sales
- Home loan or LAP/LAS DSA sales
- Mutual fund distributor or IFA sales roles
- Insurance advisors or agents handling HNI clients
- Luxury car sales
- Corporate salary account sales, event sales, corporate sales or institutional sales

What matters far more than the industry label on your resume is whether you've sat across from a wealthy client and gained their trust, not just their transaction.

Skills that will set you apart

- A working understanding of personal finance and investing, enough to speak credibly, even if you've never held a wealth advisory title
- A track record of building and converting a client pipeline, with explicit, quantifiable results in sourcing, conversion and revenue from closed sales
- Natural networking ability, sharp communication and genuine storytelling, the kind that builds trust not just with HNI clients but with the influencers around them: HR heads, association presidents and leaders of clubs and societies in affluent communities
- Comfort with a longer sales cycle. Wealth decisions aren't impulse buys, and you'll need the patience to nurture a relationship over months, not days.

📌 Client Engagement Manager - SSGG Invest (Jaipur)
🏢 Wealth India Financial Services
📍 Jaipur