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 solid 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 solid 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 (India)
🏢 The House of Abhinandan Lodha
📍 India
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