Sr Mgr - Client CEC Channel

Senior Manager – Client Engagement Channel

Role Overview

The role is responsible for acquiring, managing, and deepening relationships with High Net worth Individuals (HNI), Ultra High Networth Individuals (UHNI), and Family Offices. The incumbent will represent HDFC AMC’s product suite across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF), ensuring superior client experience, compliant operations, and sustainable business growth.

Key Responsibilities

Client Acquisition & Portfolio Advisory

• Engage with HNIs, UHNIs, and Family Offices to introduce the complete range of HDFC AMC investment solutions across MF, PMS, and AIF.
• Recommend customized investment strategies aligned to client objectives and risk profiles, and periodically review their portfolios to ensure suitability and performance optimization.
• Drive new client acquisition through targeted outreach and referrals from existing clients.

Relationship Management & Revenue Growth

• Build deep, trusted, long-term relationships to enhance client satisfaction and retention.
• Increase share of wallet by cross-selling and upselling relevant HDFC AMC products.
• Proactively identify new business opportunities by networking within client ecosystems and industry circles.

Client Engagement & Market Intelligence

• Maintain a high level of client servicing with timely responses, personalized engagement, and consistent delivery standards.
• Share market insights, trends, and relevant updates to help clients make informed investment decisions.
• Ensure exceptional client experience by demonstrating product expertise, responsiveness, and a consultative approach.

Compliance & Governance

• Adhere to all regulatory guidelines, internal policies, and compliance frameworks at all times.
• Maintain accurate documentation, records, and reporting in line with company processes.

Knowledge & Essential Skills

• Strong relationship-building and client management capabilities, especially with sophisticated and high-value clients.
• In-depth understanding of financial products, including MF, PMS, and AIF.
• Demonstrated ability to exceed client expectations with a passionate, service-driven mindset.
• Excellent communication skills with strong executive presence and client-facing confidence.

Educational requirement

MBA – Finance (Full Time) or CFA / CFP

Confidentiality Notice: This job description is intended for the exclusive use of HDFC AMC and its affiliates. Unauthorized distribution or reproduction is prohibited.