Job Description

Responsibilities

• Identify, prospect, onboard new clients (HNI, family offices, institutional)
• Pitch and close investment solutions across equity, derivatives, PMS, fixed income, AIFs, global equities, unlisted & private deals
• Understand client goals, risk appetite, financial situation; structure tailored portfolios and advice
• Cross-sell and deepen wallet share of existing clients
• Monitor portfolios, provide periodic reviews, performance reporting, rebalancing suggestions
• Stay updated on market trends, macro / micro developments, regulatory changes; share insights with clients
• Coordinate with research, operations, legal / compliance teams to ensure seamless execution
• Hit revenue / AUM targets, track and report pipeline, client metrics, conversions
• Maintain high levels of client service, retention, and satisfaction; handle escalations

Desired Skills & Experience

• Bachelor's / Master's degree in Finance, Economics, Business or equivalent
• 2+ years of experience in wealth management, investment sales, client acquisition, or advisory roles
• Track record of sourcing and closing deals in equities, alternatives, PMS / AIF, or private markets
• Strong understanding of capital markets, derivative instruments, fixed income, alternate investments
• Excellent relationship building, communication, negotiation, presentation skills
• Self-motivated, target driven, ability to work independently and as part of a team
• NISM Certification required

Skills Required