Experience: 2–5 Years
Industry: BFSI / Wealth Management / Alternative Investments
Qualification: MBA in Finance/Marketing preferred
Key Responsibilities
- Acquire and manage HNI/UHNI investors, family offices, and wealth management clients.
- Build distribution partnerships with wealth managers, IFAs, MFDs, and RIAs.
- Drive investor acquisition, repeat investments, portfolio growth, and revenue targets.
- Explain investment products, risk-return profiles, and investment opportunities to clients.
- Maintain long-term investor relationships and ensure client satisfaction.
- Coordinate with internal teams for smooth investment execution and compliance.
Requirements
- 2–5 years of experience in BFSI, wealth management, banking, or alternative investments.
- Experience handling HNI/UHNI clients and distributor-led sales.
- Strong knowledge of investment products and portfolio management.
- Excellent communication, negotiation, and relationship-building skills.
- AMFI/NISM certification is an added advantage.