Client Acquisition & Investor Relations.

Experience: 2–5 Years
Industry: BFSI / Wealth Management / Alternative Investments
Qualification: MBA in Finance/Marketing preferred

Key Responsibilities

• Acquire and manage HNI/UHNI investors, family offices, and wealth management clients.
• Build distribution partnerships with wealth managers, IFAs, MFDs, and RIAs.
• Drive investor acquisition, repeat investments, portfolio growth, and revenue targets.
• Explain investment products, risk-return profiles, and investment opportunities to clients.
• Maintain long-term investor relationships and ensure client satisfaction.
• Coordinate with internal teams for smooth investment execution and compliance.

Requirements

• 2–5 years of experience in BFSI, wealth management, banking, or alternative investments.
• Experience handling HNI/UHNI clients and distributor-led sales.
• Strong knowledge of investment products and portfolio management.
• Excellent communication, negotiation, and relationship-building skills.
• AMFI/NISM certification is an added advantage.

Pay: ₹35,000.00 - ₹50,000.00 per month

Benefits:

• Cell phone reimbursement
• Provident Fund

Work Location: In person