Equentis - Premier Client Manager - HNI Wealth Acquisition

Description : Premier Client Manager (HNI Wealth Acquisition)

Key Skills : PMS Sales, HNI Client Acquisition, Wealth Management, Relationship Management, Equity Markets, Financial Advisory, NISM XA & XB

Experience : 3+ Years in Wealth Management / Private Banking (Suggested)

Location : Mumbai - Lower Parel / Bangalore

Industry Type : Financial Services / Wealth Management / Portfolio Management Services (PMS)

Job Summary :

We are seeking a high-performing Premier Client Manager responsible for the acquisition and advisory of High Net-Worth (HNI) clients, specifically focusing on Portfolio Management Services (PMS) sales.

This role requires proven expertise in wealth management, private banking, or high-ticket financial product sales, with a mandatory minimum entry-level portfolio target of 1 Crore and above.

The manager will leverage provided leads, execute face-to-face sales presentations, and build lasting client relationships to drive Assets Under Management (AUM) growth.

Job Description :

HNI Client Acquisition and Sales Strategy :

• Drive the acquisition and advisory of new HNI clients, leveraging leads provided from the existing pool of Affluent and Super Affluent client bases.
• Strategically build and manage the sales funnel through consistent Client Meetings and face-to-face (F2F) presentations to prospective clients.
• Demonstrate impeccable sales and negotiation skills specifically tailored for handling sophisticated HNI clientele and closing high-ticket PMS sales mandates.
• Participate in and assist with the organization of client seminars, workshops, and other focused business development activities to expand market reach.
• Meet and exceed targets for the minimum entry-level portfolio amount of 1 Crore and above.

Advisory, Relationship Management, and AUM Growth :

Market Knowledge and Compliance :

Required Skills & Expertise :

(ref : iimjobs.com)