Key Responsibilities:

Client Relationship Management:

- Manage and service a portfolio of existing HNI and Ultra HNI clients.

- Act as the primary relationship manager, providing personalized investment advisory and wealth management solutions.

- Conduct periodic portfolio reviews and recommend suitable investment strategies aligned with clients' financial goals and risk appetite.

- Ensure a superior client experience through proactive engagement and timely resolution of queries.

Business Development & Client Acquisition:

- Identify, prospect, and acquire new HNI and Ultra HNI clients through referrals, networking, market intelligence, and strategic partnerships.

- Build a robust pipeline of prospective clients and drive conversion to achieve business growth targets.

- Cross-sell and upsell PMS, AIF, and other investment products based on client requirements.

Advisory & Product Distribution:

- Promote and distribute investment products including PMS, AIF, and other wealth management solutions.

- Work closely with investment, research, and product teams to provide clients with relevant market insights and investment recommendations.

- Ensure clients are updated on product performance, market trends, and investment opportunities.

Client Engagement:

- Organize and coordinate regular meetings between clients and fund managers for portfolio discussions and investment updates.

- Facilitate meaningful interactions to strengthen client relationships and enhance investment confidence.

- Maintain regular communication through review meetings, presentations, and performance updates.

Events & Investor Engagement:

- Plan and execute exclusive investor meets, seminars, webinars, and knowledge sessions for HNI and Ultra HNI clients.

- Collaborate with Asset Management Companies (AMCs) to conduct client engagement programs and product awareness initiatives.

- Represent the organization at industry events and networking forums to build relationships and generate business opportunities.

Branch & Channel Support:

- Provide sales and servicing support to branches and sub-brokers across the assigned region.

- Partner with branch teams to identify business opportunities and support client acquisition initiatives.

- Conduct product training sessions for branches and channel partners to improve product knowledge and sales effectiveness.

- Assist in resolving operational and service-related issues to ensure seamless client servicing.

Compliance & Governance:

- Ensure all client onboarding, advisory, and distribution activities comply with applicable regulatory guidelines and internal policies.

- Maintain accurate client records and documentation in line with compliance requirements.

Key Skills & Competencies:

- Strong understanding of PMS, AIF, Mutual Funds, and wealth management products.

- Excellent relationship management and consultative selling skills.

- Proven ability to acquire and manage HNI/Ultra HNI clients.

- Strong networking, negotiation, and presentation skills.

- High level of client orientation and service excellence.

- Analytical mindset with the ability to interpret market trends and investment opportunities.

- Excellent communication and stakeholder management skills.

Qualifications:

- MBA/PGDM in Finance, Marketing, or related discipline. CA/CFA/NISM certifications will be an added advantage.

Experience:

- 10+ years of experience in Wealth Management, Private Banking, Asset Management, or Financial Services.

- Proven track record in HNI client acquisition and distribution of PMS, AIF, Mutual Funds, and other investment products.

- Experience working with branches, distributors, sub-brokers, and AMCs is preferred.

Screening Questions:

1. What is your relevant experience in the Investment Domain?

2. What is your relevant experience in handling and servicing existing HNI clients for Advisory/PMS and AIF products?