Senior Manager – Client Relationship & Business Development Vertical: Investment Advisory & PMS

Location:
Indore

Experience:
7+ years Compensation: ₹18–22 LPA+ Incentives (flexible for the right candidate)

About the Role
We are looking for a seasoned wealth management professional to serve as the face of our firm for clients in the Investment Advisory and proposed PMS vertical. This is a client-centric role: you will be the primary point of contact for clients, delivering a high-touch, dependable service experience, and you will need to travel, for meeting clients in person. Alongside relationship management, you will originate and convert portfolio referrals and help grow wallet share within the client base. The ideal candidate combines strong relationship skills with a sound understanding of wealth management products and the ability to read and discuss the financials of a client's business.

Key Responsibilities
1. Client Relationship Management
• Act as the primary point of contact for assigned clients, ensuring prompt, accurate and professional service at every touchpoint.
• Build and maintain long-term, trust-based relationships with high-net-worth individuals, families and business owners.
• Review client portfolios regularly and hold meaningful conversations on performance, allocation, risks and market outlook.
• Understand each client's financial goals, risk appetite and life stage, and communicate how the firm's strategies align with them.
• Coordinate with research, operations and compliance teams to resolve client queries and service requests within defined timelines.
• Maintain client records, meeting notes and follow-ups in the CRM. 2. Client Meetings & Travel
• Travel regularly to meet clients at their offices, homes or preferred locations; in-person engagement is central to this role.
• Plan a structured calendar of client visits, periodic reviews and relationship-building meetings.




• Represent the firm professionally at client events, reviews and interactions. 3. Business Development
• Originate and convert portfolio referrals from existing and prospective clients.
• Manage the client journey from first meeting to onboarding, including documentation and regulatory formalities.
• Deepen existing relationships and increase wallet share through suitable, compliant solutions.
• Track pipeline, conversions and revenue, and report progress to management. Candidate Profile/Education
• Postgraduate in Business Administration (Finance/Marketing) or Chartered Accountant (CA) or equivalent degree. Certifications
• NISM Series XA and XB certifications, or readiness to complete on/after joining. Experience
• More than 7 years of experience in Banking, Mutual Funds or Wealth Advisory.
• Demonstrated track record of managing HNI client relationships and building a client base. Skills & Attributes
• Excellent communication, listening and interpersonal skills.
• Strong understanding of wealth management products, investment advisory and PMS.
• Ability to understand businesses and their financials (an added advantage).
• Service-oriented mindset with integrity and a high degree of professionalism.
• Self-driven, target-oriented and comfortable with regular travel. Key Performance Areas
• Client satisfaction and retention
• Growth in wallet share from existing clients
• Number of portfolio referrals converted
• Quality and regularity of client reviews and engagement Compensation ₹18–22 LPA+ Incentives. There is no bar for the right candidate.

How to Apply
Interested candidates may send their CV to [email protected] with the subject line "Senior Manager– Client Relationship & Business Development, Indore", or message us directly. Know someone who’d be a outstanding fit? Please share or tag them. ? #Hiring #WealthManagement #BusinessDevelopment #PMS #InvestmentAdvisory #BFSIJobs #AVP #ClientRelationship #JobOpening

📌 Senior Manager – Client Relationship (Indore)
🏢 EQUISENSE ADVISORS
📍 Indore