Client Growth Partner - HNI

Description:

- Manage a portfolio of 8090 clients with current AUM of 100150 Cr, with potential to grow to 350400 Cr.

- Build and maintain long-term relationships with high-net-worth individuals (HNIs), including CXOs, professionals, and entrepreneurs.

- Conduct quarterly portfolio review meetings to discuss performance, benchmarks, and address client queries.

- Maintain regular digital engagement for timely updates and seamless communication.

- Drive portfolio growth by initiating systematic investment plans (SIPs) and securing additional capital commitments.

- Analyze client portfolios and recommend optimization strategies aligned with investment philosophy.

Requirements:

- Minimum 4 years of experience in sales or advisory roles within financial services (Banks, NBFCs, AMCs).

- Strong academic credentials (MBA from a top B-school, CFA Level 2/3, or CA).

- Excellent communication and client relationship management skills.

- Deep knowledge of financial markets and investment products (MFs, PMS, AIFs).

- Ability to explain complex investment strategies in simple terms.

- High ownership and strong stakeholder management skills.