Finaegis - Sales Leader - HNI Investments

Salary Offered : 8-16 LPA

We are a WealthTech Startup changing how Investments, Guidance and Performance is delivered to Indian HNIs.

Location: Pune

Job Description:

- Building on AUMs by growing our investment book and ensuring a one stop platform for managing customer investments across wealth products.

- Inculcating client risk profiling before reviewing client portfolios and making recommendations and ensuring portfolio alignment/rebalancing basis the profile/needs of the customer.

- Building a focus towards investment cross sell among the RM population and building on investment penetration of HNI customers.

- Moving towards an advisory model on wealth products for HNI clients by offering products across platforms including alternate products such as PMS/PIA/AIF, structures etc.

- Ensuring partner activation and focus on investment products to build volumes along with new to investment penetration of the portfolio.