Manager/Senior Manager - HNI/Institutional Dales - Mutual Fund

Role: Investor Engagement - B2B sales/HNI sales (New client acquisition)

Reporting Manager L1: Regional Manager - National Head Institutional Sales

Reporting Manager L2: Chief Executive Officer

Position Grade Range: Manager / Senior Manager

Location: Bangalore

The candidate will be responsible for new client acquisition, focusing on High Net Worth Individuals (HNI), and managing relationships to drive investments into Mutual Fund schemes.

The role demands a deep understanding of mutual funds, investment products, and client advisory, with a strong track record in client acquisition and wealth management.

Key Responsibilities:

- New Client Acquisition: Identify, approach, and onboard HNI investors to invest in Mutual Fund schemes.

- Relationship Management: Build and nurture long-term relationships with HNI clients, ensuring consistent engagement and portfolio growth.

- Investment Advisory: Understand client needs, provide financial guidance, and recommend suitable mutual fund products.

- Market Intelligence: Stay updated on market trends, competitor strategies, and investor behavior to refine sales strategies.

- Sales & Revenue Generation: Drive AUM (Assets Under Management) growth through direct sales and referrals.

- Networking & Business Development: Leverage personal and professional networks, attend industry events, and collaborate with internal teams to maximize business opportunities.

- Compliance & Documentation: Ensure adherence to regulatory guidelines and maintain accurate client records.

Knowledge/ Skills/Experience:

- Experience: 8 - 10 years of experience in mutual funds, wealth management, private banking, or investment advisory with a strong HNI client base.

- Education: MBA/PGDM in Finance, CFP, or equivalent qualification preferred.

- Skills & Competencies:

1. Strong network and proven ability to acquire HNI clients.

2. Deep understanding of mutual funds and investment products.

3. Excellent communication, negotiation, and presentation skills.

4. Strategic mindset with the ability to drive business growth.

5. Knowledge of SEBI regulations and compliance norms.