01Key Responsibilities
Client Acquisition & Business Development
Acquire HNI/UHNI clients through mapped Wealth RMs of partner banks.
Open 3-in-1 Accounts for eligible clients.
Source business through referrals, networking, and existing client relationships.
Obtain HNI references and expand business within client networks.
Wealth Management & Investment Advisory
Conduct financial need analysis, risk profiling, and goal-based planning.
Offer Mutual Funds, PMS, AIF, Bonds, Fixed Income, Structured Products, Insurance, Equity
Advisory, Alternate Investments, Fixed Deposits, LAS and NRI Investment Solutions.
Facilitate transfer of clients existing equity/demat AUM.
Conduct regular portfolio reviews and provide market insights.
Relationship & Channel Management
Deepen existing client relationships and enhance wallet share.
Work jointly with mapped Bank Wealth RMs for lead generation, joint meetings, and wealth events.
Sales Network Development
Acquire, develop, and manage Marketing Associates for third-party product distribution and
business expansion.
Business Growth
Deliver targets for client acquisition, AUM, revenue, equity AUM transfer, trading activation,
product sales, cross-sell, and retention.
Compliance
Ensure KYC, AML, regulatory compliance, documentation, and coordination with internal teams.
Required Skills:
Relationship Management, Wealth Management, Investment Advisory, Financial Planning, Portfolio
Management, HNI Acquisition, Sales & Business Development, Equity Markets, Networking,
Communication, Client Servicing, Banking Channel Management.
Preferred Qualification:
MBA/PGDM (Finance/Marketing) or equivalent. NISM Certifications preferred. CFP/CFA will be an added advantage.
Experience:
210+ years in Wealth Management, Private Banking, Affluent Banking, Investment Advisory, Financial
Services, Capital Markets or Broking.
Products Managed:
Mutual Funds, PMS, AIF, Bonds, Fixed Income, Fixed Deposits, Structured Products, Insurance, Equity
Advisory, Demat & Trading Accounts, Loans Against Securities, NRI Investment Solutions, Alternate
Investments.
Why Join Us:
Dedicated HNI opportunities through mapped Wealth RMs of leading partner banks, complete wealth product suite, opportunity to transfer and manage client equity portfolios, build a Marketing
Associate network, and earn attractive performance-linked incentives with strong career growth.
Interested candidate can share cv on rakesh.arjan@hipotz.com
Contact-Rakesh Arjan-8104771289/8104425594 .
