01Key Responsibilities
Build and manage HNI/UHNI client relationships
Acquire new clients and grow Assets Under Management (AUM)
Provide investment advisory and wealth planning solutions
Cross-sell third-party investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Structured Products
Drive revenue growth through portfolio expansion and client engagement
Preferred Experience:
310+ years in Wealth Management / Private Banking / Investment Advisory
Strong HNI/UHNI client acquisition and relationship management experience
Proven AUM growth and revenue generation track record
Experience in selling Mutual Funds, PMS, AIFs, Bonds, Insurance, and other investment products
NISM/IRDA certifications will be an added advantage
Interested candidates can share their updated resume or reach out directly:
Disha Gandhi
+91 77108 44668
disha.as@hrpc.in
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