Scope of the Role
Opportunity to work with a research-driven boutique PMS/investment
advisory firm focused on long-term wealth creation and high client service.
Job Description
Identify, connect with and onboard HNI / UHNI clients for PMS (Portfolio Management Services) and investment advisory offerings.
Understand clients’ risk-profile, investment objectives, financial situation and propose suitable PMS / advisory solutions.
Build and manage a pipeline of leads, channel partners and referral sources (bank branches, IFAs, wealth advisors) to drive AUM growth.
Conduct client meetings, investment presentations, product demos and follow up till closure.
Maintain relationships with clients post-sale — regular servicing, updates on portfolio performance, coordinate with PMS operations.
Achieve monthly/quarterly/annual targets for sales volume (new accounts) and assets under management (AUM).
Ideal Candidates
Looking for Candidates from Banks or other Wealth Management companies with good experience in Acquiring HNI Client and Managing financial products such as equity, mutual funds, PMS.