01Overview
Company Description
Agreya is a SEBI-registered discretionary portfolio manager offering equity, debt, multi-asset and investment advisory services. As we continue to strengthen our presence across key markets, we are looking to expand our business development and client-facing teams.
This will provide an opportunity for professionals to be an integral part of our fast-growing sales and business function. This will be a high-impact role where you will work closely with senior management, take full ownership of business initiatives and help shape how we scale up our business.
If you relish working in lean and dynamic environments, thrive in uncertainty, are driven and self-motivated then this role is right for you.
Location - Bangalore and Pune
Role Description
Drive recent client acquisition within the Mass Affluent, HNI and UHNI segments through networking, referrals, outreach initiatives and market leads.
Ensure a seamless client onboarding experience , coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.
Participate in client financial planning and portfolio discussions , including asset allocation, understanding client requirements and risk appetite, and supporting the development of investment strategies aligned with client financial goals.
Build and manage long-term client relationships within the region, focusing on client retention, engagement and incremental AUM growth.
Work towards achieving revenue targets and AUM growth , while identifying opportunities to introduce relevant public market investment solutions to clients.
Support sales and client engagement initiatives , including events, outreach activities and analytics that help strengthen client relationships and support business growth.
Qualifications
Experience
4-10 years of experience in wealth management, retail/private banking, asset management, or financial product selling.
Market Knowledge
Familiarity and comfort with public market investment products and wealth management solutions.
Sales Capability
Demonstrated track record in financial product sales and understanding of client investment needs.
Education
Degree in finance, business, investment, or a related field. Certifications such as NISM, AMFI , or similar will be an added advantage.
Skills
Strong communication, relationship management, client engagement and analytical capabilities. .
