Job Description

Job Summary:

We are looking for a

high-performing sales professional

with a strong background in

banking and investment product sales

to promote

Alternate Investment Funds (AIFs)

and other high-value investment products. The candidate will be responsible for developing and managing relationships with HNI/UHNI clients, Family Offices, and Wealth Managers to drive investments and achieve growth targets.

Key Responsibilities:

Identify, acquire, and manage

HNI / UHNI clients and wealth partners

for AIF investment opportunities. Present and position AIF products effectively to clients and relationship managers from the banking and financial ecosystem. Conduct client meetings, portfolio discussions, and investment presentations to educate and convince potential investors. Leverage prior banking relationships to generate qualified leads and new business. Collaborate with product, research, and compliance teams for smooth transaction execution and client onboarding. Maintain strong post-sales relationships to ensure repeat investments and referrals. Achieve assigned

sales and AUM (Assets Under Management)

targets consistently. Stay updated with market trends, regulatory guidelines (SEBI), and emerging AIF opportunities. Prepare periodic MIS reports, pipeline trackers, and performance dashboards for management review.
Job Type: Full-time

Pay: ₹30,000.00 - ₹50,000.00 per month

Benefits:

Cell phone reimbursement Leave encashment Paid sick time Paid time off
Work Location: In person