Direct Sales RM

Client Acquisition & Business Development: Identify, approach, and acquire new HNI clients through self-sourcing, networking, and references. 

Relationship Management: Build and maintain strong, long-term relationships with a portfolio of affluent and super-affluent clients, ensuring high levels of client satisfaction and retention. 

Investment Advisory: Profile customers to understand their needs and risk appetite, offering tailored financial products and investment planning advice across various asset classes (Mutual Funds, PMS, AIFs, Bonds, Insurance, etc.). 

Target Achievement: Achieve monthly/quarterly sales and revenue targets (AUM - Assets Under Management). 

Product Knowledge & Updates: Stay updated with market trends and investment opportunities to provide relevant and timely updates to clients. 

Compliance & Reporting: Ensure strict compliance with all SEBI/AMFI rules and regulations and maintain accurate client records and sales reports. 

Event Participation: Organize and assist in conducting client events, workshops, and seminars to create awareness and enhance brand recall.  

Experience: Proven experience (typically 2-7 years) in HNI client acquisition and relationship management within an AMC