Key Responsibilities • Acquire and manage HNI/UHNI clients through networking, referrals, events and self-generated leads. • Understand client financial goals, risk appetite and investment requirements. • Recommend suitable wealth and investment solutions. • Build long-term client relationships and increase wallet share. • Drive AUM, revenue, client acquisition and cross-selling targets. • Conduct portfolio reviews and support client retention. • Ensure compliance with SEBI, AMFI, KYC and internal guidelines. 👤 Ideal Candidate ✔ 2–10 years of experience in Wealth Management / Financial Services / Investment Sales ✔ Strong HNI/UHNI client acquisition track record ✔ Excellent communication, networking and relationship-management skills ✔ Strong knowledge of financial and investment products ✔ Target-oriented with a consultative sales approach