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Senior Associate – Premium Investment Sales

Valarr.ioNashik, IN

5 days ago

Job description

Relationship Manager – B2C Investor Sales (HNI & UHNI)

Location : Chennai

Experience : 3+ Year

About

Role Overview :

We are seeking an experienced B2C Investor Sales professional to drive both acquisition and

conversion of HNI & UHNI retail investors. The role involves :

Engaging with qualified investor leads generated by our internal team and converting them

into active investors.

Proactively acquiring new HNI & UHNI clients through networking, referrals, and personal

outreach.

You will play a key role in building retail investor base while ensuring high conversion

rates and strong client relationships.

Key Responsibilities

Engage with qualified HNI & UHNI investor leads from our internal team and convert them

into active investors.

Independently source and acquire new investors via personal networks, referrals, and market

outreach.

Build and maintain strong, trust-based relationships to drive repeat investments.

Present and pitch BetterInvest’s investment offerings in a clear, compelling manner.

Manage the complete sales cycle from initial contact to deal closure.

Meet and exceed monthly / quarterly targets for both acquisition and conversions.

Work closely with marketing for lead generation campaigns and with operations for smooth

onboarding.

What We’re Looking For

2–4 years in B2C investment sales, wealth management, or private banking.

Proven track record in both lead conversion and client acquisition.

Strong interpersonal, negotiation, and closing skills.

Existing HNI & UHNI investor network is a plus.

Bachelor’s degree in Finance, Business, or related field (MBA preferred).

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Investment Associate • Nashik, IN

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