Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. ProductsMutual Fund/ PMS/AIF. Requirements. Knowledge of personal finance (Taxation, Deductions & Benefits). Knowledge of financial products (Fixed Income & Equity products). Updated on Current Affairs. Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifications. Post-Graduation Compulsory. NISM VA Compulsory. NISM XXIA Compulsory. Growth & Opportunities. Be part of a growing channel. Networking opportunities with UHNI. Gain in depth knowledge of various Asset classes. Benefits. To work with the highest bonus paying AMC in India. Show more Show less

We are seeking an experienced HNI Relationship Manager - Direct Channel to manage and grow relationships with High Net Worth Individuals (HNIs). This is a client-facing role focused on portfolio advisory, investment planning, and AUM growth by offering customized investment solutions across mutual funds, PMS, and AIF products.

Key Responsibilities:

- Meet HNI clients regularly to build long-term trust-based relationships.

- Understand clients' financial goals and risk profiles to design and manage customized investment portfolios.

- Provide advisory support and recommend suitable investment avenues across Mutual Funds, PMS, and AIF.

- Acquire new HNI clients through referrals, networking, and direct acquisition.

- Manage and grow the existing AUM book by providing consistent portfolio reviews and value-added advisory.

- Collaborate with Portfolio / Investment Engineers to structure optimized portfolios.

- Keep clients informed about market trends, current affairs, and relevant investment opportunities.

- Ensure high standards of client servicing and adherence to regulatory and compliance norms.

- Work closely with internal teams to ensure seamless execution of transactions and client requests.

- Achieve individual and channel-level targets for AUM, revenue, and client acquisition.

Key Skills & Competencies:

- Strong experience in HNI relationship management and portfolio advisory.

- Sound knowledge of personal finance, including taxation, deductions, and investment benefits.

- In-depth understanding of financial products, including fixed income and equity instruments.

- Ability to analyze market trends and align investment strategies accordingly.

- Excellent communication, presentation, and interpersonal skills.

- Result-oriented mindset with strong relationship-building capabilities.

- Team player with a willingness to learn and adapt.

- Proficiency in MS Office (Excel, PowerPoint, Word).

- Post-Graduation (Mandatory)

- NISM VA Certification (Mandatory)

- NISM Series XXI-A Certification (Mandatory)

Growth & Career Opportunities:

- Be part of a rapidly growing Direct HNI Channel.

- Opportunity to network and engage with UHNI clients.

- Gain in-depth exposure to multiple asset classes and advanced investment strategies.

- Clear career progression based on performance and business growth.

- Opportunity to work with one of the highest bonus-paying AMCs in India.

- Performance-driven incentives and attractive rewards.

- Exposure to a premium client base and high-value portfolios.

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