Description: Premier Client Manager (HNI Wealth Acquisition)

Key Skills: PMS Sales, HNI Client Acquisition, Wealth Management, Relationship Management, Equity Markets, Financial Advisory, NISM XA & XB

Experience: 3+ Years in Wealth Management / Private Banking (Suggested)

Location: Mumbai - Lower Parel / Bangalore

Industry Type: Financial Services / Wealth Management / Portfolio Management Services (PMS)

Job Summary:

We are seeking a high-performing Premier Client Manager responsible for the acquisition and advisory of High Net-Worth (HNI) clients, specifically focusing on Portfolio Management Services (PMS) sales.

This role requires proven expertise in wealth management, private banking, or high-ticket financial product sales, with a mandatory minimum entry-level portfolio target of 1 Crore and above.

The manager will leverage provided leads, execute face-to-face sales presentations, and build lasting client relationships to drive Assets Under Management (AUM) growth.

Job Description:

HNI Client Acquisition and Sales Strategy:

- Drive the acquisition and advisory of new HNI clients, leveraging leads provided from the existing pool of Affluent and Super Affluent client bases.

- Strategically build and manage the sales funnel through consistent Client Meetings and face-to-face (F2F) presentations to prospective clients.

- Demonstrate impeccable sales and negotiation skills specifically tailored for handling sophisticated HNI clientele and closing high-ticket PMS sales mandates.

- Participate in and assist with the organization of client seminars, workshops, and other focused business development activities to expand market reach.

- Meet and exceed targets for the minimum entry-level portfolio amount of 1 Crore and above.

Advisory, Relationship Management, and AUM Growth:

- Own the overall relationship management with preferred clients, focusing on generating consistent Assets Under Management (AUM) growth.

- Advise Affluent clients on their existing investments and manage their overall financial portfolio, focusing on deepening the wallet share from the current client base.

- Utilize a strong analytical mindset to effectively analyze client data, identify personalized investment trends, and create lasting impressions through impactful presentations.

- Ensure all investment advice and portfolio decisions are coordinated and aligned with the insights provided by the internal Research team, Financial Planning department, and product specialists.

Market Knowledge and Compliance:

- Maintain good knowledge of Equity Markets and other alternative Investment assets relevant to HNI portfolio construction.

- Coordinate seamlessly with the product and research teams to execute and manage optimal investment decisions for the clients.

- Ensure mandatory certification requirements of NISM XA (Investment Advisor Level 1) and NISM XB (Investment Advisor Level 2) are current and maintained.

Required Skills & Expertise:

- Domain Experience: Prior mandatory experience of working in wealth management firms, private banking, or PMS advisory with high-ticket sales exposure to HNI client management.

- Sales Execution: Proven ability in PMS Sales and mandatory experience meeting clients F2F on ground for presentations and sales closures.

- Negotiation: Demonstrated expertise as a strong Sales Negotiator capable of closing high-ticket transactions (1 Crore+).

- Analytics: Strong ability to analyze client data, identify trends, and build compelling, impactful presentations.

- Market Knowledge: Good functional knowledge of Equity Markets and other Investment assets.

- Certification: Mandatory possession of NISM XA & XB certifications