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+
Solid product knowledge: mutual funds (essential); PMS, AIFs and bonds (preferred)
NISM Series V-A certification (mandatory); NISM Series XXI-A (preferred)
Explicit, confident communication in English and Hindi
An existing Delhi NCR client base is a plus

📌 Relationship Manager New Delhi
🏢 Accrue Finvisor
📍 New Delhi