Reports To: Sales Director, with close working relationship with top management and board
Level: 2A
Location: Mumbai (HQ), Regional Office with high field exposure
Model: Full-time
Role Summary
Lead the acquisition and relationship development of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients by leveraging solid industry networks, targeted outreach, and strategic relationship-building initiatives.
Core Charter
01 HNI / UHNI Client Acquisition
Leads acquisition and business development of affluent clientele through strong industry networks.
02 Targeted Outreach
Develops outreach strategies, referral channels, and high-value client engagement opportunities.
03 Team Leadership
Builds and mentors a specialised team on prospecting, relationship management, and conversion.
04 Pipeline Quality
Drives critical client conversations and strengthens the overall quality of the sales pipeline.
Key Responsibilities
- Build and lead a specialised team focused on HNI/UHNI client acquisition and business development
- Leverage existing networks and industry relationships to identify and engage affluent clientele
- Develop targeted outreach strategies, referral channels, and high-value client engagement opportunities
- Mentor the team on prospecting, relationship management, client conversion, and pipeline development
- Drive critical client conversations and strengthen the overall quality of the sales pipeline
Ideal Candidate Traits
Network Depth : Brings a strong network of affluent clients.
Business Development : Proven ability to win and grow high-value relationships.
Commercial Acumen : Understands client needs, positioning, and value.
Coaching Mindset : Coaches and drives a high-performing team.
Candidate Profile
Experience
- Seasoned professional from Wealth Management, Private Banking, HNI Insurance, Investment Advisory, or Luxury Financial Services
- Strong network of affluent clients
- Proven business development capabilities and commercial acumen
- Ability to coach and drive a high-performing team
📌 Lead HNI & UHNI Outreach Business Development (Delhi)
🏢 The House of Abhinandan Lodha
📍 Delhi
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