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Senior Associate – Premium Investment Sales

Senior Associate – Premium Investment Sales

Valarr.ioTiruppur, Republic Of India, IN
7 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 • Tiruppur, Republic Of India, IN

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