Senior Associate – Premium Investment Sales

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.

outreach.

What We’re Looking For

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