Associate - HNI Client Acquisitions

About the job

Key Responsibilities

1. Identify, acquire, and onboard HNI/UHNI clients for investment products and wealth solutions.

1. Drive NCD sourcing business through direct client relationships, channel partners, and intermediaries.

1. Develop and maintain long-term relationships with HNI investors, family offices, corporates, and financial intermediaries.

1. Promote fixed income products, including NCDs, bonds, structured products, and other investment opportunities.

1. Achieve monthly and annual business targets for client acquisition and investment mobilization.

1. Conduct investor meetings, presentations, and product pitches to prospective clients.

1. Coordinate with internal product, operations, and compliance teams for seamless execution.

1. Stay updated on market trends, debt market opportunities, and regulatory developments.

1. Maintain high standards of client servicing and relationship management.

Skill(s) required

Effective Communication

Other requirements

Required Skills:

1. Bachelor’s degree in Finance, Business Administration, Commerce, or a related field; MBA preferred.

1. Excellent communication, negotiation, and presentation skills.

1. Self-driven, target-oriented, and entrepreneurial mindset.

Salary

Probation:

Duration: