Manager/Senior Manager - HNI Sales - Bank

Manager/Senior Manager- HNI Clients -Mutual Fund Company

Role Investor Engagement

Regional Manager L1 National Head - Institutional Sales

Reporting Manager L2 Chief Executive Officer

Department Sales

Position Grade Range : Manager / Senior Manager

Location Bangalore/Delhi

- 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.

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

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

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

- 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 G Competencies:

- Strong network and proven ability to acquire HNI clients.

- Deep understanding of mutual funds and investment products.

- Excellent communication, negotiation, and presentation skills.

- Strategic mindset with the ability to drive business growth.

- Knowledge of SEBI regulations and compliance norms.