Roles & Responsibilities

- Build and maintain solid relationships with HNI/UHNI clients.
- Generate new business through personal networks, references, corporate connections and networking events.
- Identify potential clients and manage the complete sales and onboarding process.
- Handle client documentation, KYC and account opening.
- Generate business through referrals and existing client relationships.
- Develop relationships with corporate HR teams, societies, RWAs and other referral partners.
- Maintain a healthy sales pipeline and achieve AUM-linked business targets.

Required Skills & Experience

- 2–6 years of experience in sales, client acquisition or client onboarding.
- Must have experience directly engaging with HNI/UHNI clients.
- Proven experience in generating own leads and building a client pipeline.
- Excellent communication, networking and relationship management skills.
- Basic understanding of financial products and investments is an added advantage.

📌 Client Engagement Manager (India)
🏢 Wealth India Financial Services
📍 India