Senior Manager Client Engagement Channel

Location The position is open across the following locations:

New Delhi | Gurgaon | Faridabad | Chandigarh | Ludhiana | Mumbai | Pune | Bangalore | Kolkata | Jaipur | Ahmedabad |

About the Role

We are looking for an experienced and client-focused professional to join the Client Engagement Channel at HDFC Asset Management Company.

The role will be responsible for acquiring, managing and deepening relationships with High Net-worth Individuals (HNI), Ultra High Net-worth Individuals (UHNI) and Family Offices.

The incumbent will represent HDFC AMC's investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), with a strong focus on client experience, relationship management, business growth and compliant delivery.

Key Responsibilities

1. Client Acquisition & Portfolio Advisory

- Build and manage relationships with HNI, UHNI and Family Office clients.
- Introduce and position HDFC AMC's investment solutions across Mutual Funds, PMS and AIF based on client requirements.
- Understand clients' investment objectives, financial goals and risk profiles to recommend suitable investment strategies.
- Conduct periodic portfolio reviews and provide relevant investment solutions aligned with client needs.
- Drive new client acquisition through targeted outreach, networking and referrals from existing clients.

2. Relationship Management & Business Growth

- Develop solid, trusted and long-term relationships with high-value clients.
- Drive client retention and enhance overall client satisfaction.
- Identify opportunities to increase share of wallet through relevant cross-selling and upselling of HDFC AMC products.
- Identify and develop new business opportunities through professional networks, client ecosystems and industry relationships.
- Contribute towards sustainable growth of the client portfolio and business.

3. Client Engagement & Market Intelligence





- Ensure a high level of client servicing through timely responses and personalized engagement.
- Maintain consistent service standards and deliver a superior client experience.
- Keep clients informed about relevant market trends, investment insights and developments.
- Demonstrate strong product knowledge and provide a consultative, client-centric approach.
- Build credibility and trust through effective communication and responsiveness.

4. Compliance & Governance

- Ensure adherence to applicable regulatory requirements, internal policies and compliance frameworks.
- Maintain accurate client documentation, records and reporting in accordance with company processes.
- Ensure all client interactions and business activities are conducted in line with the required governance and compliance standards.

Key Skills & Competencies

- Strong relationship-building and client management skills, particularly with HNI, UHNI and other high-value clients.
- Good understanding of investment and wealth-management products, particularly Mutual Funds, PMS and AIF.
- Strong client acquisition and business-development orientation.
- Ability to identify cross-sell, upsell and wallet-share opportunities.
- Strong communication and interpersonal skills with the confidence to interact with senior and sophisticated clients.
- Consultative approach with a strong focus on client experience and service quality.
- Strong market awareness and ability to understand and communicate relevant investment trends.
- High level of ownership, professionalism and integrity.

Educational Qualification :

- Any PG Qualification is essential

Ideal Candidate Profile : The ideal candidate would have strong experience in wealth management, private banking, investment management or a similar client-facing financial-services environment, with exposure to HNI/UHNI clients and investment products such as MF, PMS and AIF.

Experience in client acquisition, relationship management, portfolio advisory, AUM/business growth and cross-selling would be highly relevant.

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🏢 Aspire u0026 Succeed HR
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