Senior Manager Client Engagement Channel
Location
The position is open across the following locations:
New Delhi | Gurgaon | Faridabad | Chandigarh | Ludhiana | Mumbai | Pune | Bangalore | Kolkata | Jaipur | Ahmedabad | Chennai | Ranchi | Vadodra
About the Role:
Client Engagement Channel
acquiring, managing and deepening relationships with High Net-worth Individuals (HNI), Ultra High Net-worth Individuals (UHNI) and Family Offices
Mutual Funds (MF), Portfolio Management Services (PMS) and Alternative Investment Funds (AIF)
Key Responsibilities
1. Client Acquisition & Portfolio Advisory
- Build and manage relationships with HNI, UHNI and Family Office clients.
- Introduce and position HDFC AMC's investment solutions across
Mutual Funds, PMS and AIF
based on client requirements. - Understand clients' investment objectives, financial goals and risk profiles to recommend suitable investment strategies.
- Conduct periodic portfolio reviews and provide relevant investment solutions aligned with client needs.
- Drive new client acquisition through targeted outreach, networking and referrals from existing clients.
2. Relationship Management & Business Growth
- Develop strong, trusted and long-term relationships with high-value clients.
- Drive client retention and enhance overall client satisfaction.
- Identify opportunities to increase
share of wallet
through relevant cross-selling and upselling of HDFC AMC products. - Identify and develop new business opportunities through professional networks, client ecosystems and industry relationships.
- Contribute towards sustainable growth of the client portfolio and business.
3. Client Engagement & Market Intelligence
- Ensure a high level of client servicing through timely responses and personalized engagement.
- Maintain consistent service standards and deliver a superior client experience.
- Keep clients informed about relevant market trends, investment insights and developments.
- Demonstrate strong product knowledge and provide a consultative, client-centric approach.
- Build credibility and trust through effective communication and responsiveness.
4. Compliance & Governance
- Ensure adherence to applicable regulatory requirements, internal policies and compliance frameworks.
- Maintain accurate client documentation, records and reporting in accordance with company processes.
- Ensure all client interactions and business activities are conducted in line with the required governance and compliance standards.
Key Skills & Competencies
- Strong relationship-building and client management skills, particularly with
HNI, UHNI and other high-value clients
. - Good understanding of investment and wealth-management products, particularly
Mutual Funds, PMS and AIF
. - Strong client acquisition and business-development orientation.
- Ability to identify cross-sell, upsell and wallet-share opportunities.
- Strong communication and interpersonal skills with the confidence to interact with senior and sophisticated clients.
- Consultative approach with a strong focus on client experience and service quality.
- Strong market awareness and ability to understand and communicate relevant investment trends.
- High level of ownership, professionalism and integrity.
Educational Qualification :
- Any PG Qualification is essential
Ideal Candidate Profile :
wealth management, private banking, investment management or a similar client-facing financial-services environment
Experience in client acquisition, relationship management, portfolio advisory, AUM/business growth and cross-selling would be highly relevant.
