Client Partner - HNI and Ultra HNI Clients

Role & responsibilities

• Build, manage, and deepen long-term relationships with HNI and Ultra-HNI clients.
• Acquire new clients through personal networks, referrals, market intelligence, and business development initiatives.
• Understand clients' financial objectives, risk appetite, investment horizon, and overall wealth profile.
• Provide personalized investment and wealth-management solutions based on client requirements.
• Drive client engagement across products including equities, mutual funds, bonds, PMS, AIFs, structured products, and other investment solutions, subject to suitability and regulatory requirements.
• Conduct regular portfolio reviews and proactively identify opportunities to improve client outcomes.
• Develop a strong referral network and consistently build the HNI/Ultra-HNI client pipeline.
• Track business performance, revenue, AUM, client acquisition, and relationship growth against defined targets.

Candidate Profile

• 5-12 years of relevant experience in Wealth Management, Private Banking, Broking, Investment Advisory, Asset Management, or a related financial-services business.
• Demonstrated experience managing HNI / Ultra-HNI clients.
• Strong existing client network and proven ability to acquire affluent clients.
• Good understanding of Indian equity markets and investment products.