Key Responsibilities:
Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.
Build and manage a portfolio of affluent clients and deepen relationships.
Understand client financial goals, risk profile and provide suitable wealth solutions.
Generate revenue through investment products like:
Mutual Funds
Bonds / Fixed Income
PMS / AIF
Structured Products
Insurance & other investment solutions
Drive new client acquisition and increase AUM through portfolio growth.
Conduct regular portfolio reviews and provide investment advisory support.
Develop solid referral channels and maintain long-term client relationships.
Collaborate with internal investment/product teams for client servicing.
Desired Candidate Profile:
48 years of experience in Wealth Management / Private Banking / Investment Sales
Strong experience in HNI client acquisition
Existing HNI client base / AUM handling experience preferred
Experience from:
Wealth Management firms
Private Banks
Broking firms
PMS / Mutual Fund distribution
NBFC wealth divisions
Positive knowledge of investment products & market trends
Solid communication and relationship-building skills