Equentis - Premier Client Manager - HNI Wealth Acquisition

Description: Premier Client Manager (HNI Wealth Acquisition)Key Skills: PMS Sales, HNI Client Acquisition, Wealth Management, Relationship Management, Equity Markets, Financial Advisory, NISM XA & XBExperience: 3+ Years in Wealth Management / Private Banking (Suggested)Location: Mumbai - Lower Parel / BangaloreIndustry Type: Financial Services / Wealth Management / Portfolio Management Services (PMS)Job Summary:We are seeking a high-performing Premier Client Manager responsible for the acquisition and advisory of High Net-Worth (HNI) clients, specifically focusing on Portfolio Management Services (PMS) sales.This role requires proven expertise in wealth management, private banking, or high-ticket financial product sales, with a mandatory minimum entry-level portfolio target of 1 Crore and above.The manager will leverage provided leads, execute face-to-face sales presentations, and build lasting client relationships to drive Assets Under Management (AUM) growth.Job Description:HNI Client Acquisition and Sales Strategy:- Drive the acquisition and advisory of new HNI clients, leveraging leads provided from the existing pool of Affluent and Super Affluent client bases.- Strategically build and manage the sales funnel through consistent Client Meetings and face-to-face (F2F) presentations to prospective clients.- Demonstrate impeccable sales and negotiation skills specifically tailored for handling sophisticated HNI clientele and closing high-ticket PMS sales mandates.- Participate in and assist with the organization of client seminars, workshops, and other focused business development activities to expand market reach.- Meet and exceed targets for the minimum entry-level portfolio amount of 1 Crore and above.Advisory, Relationship Management, and AUM Growth:- Own the overall relationship management with preferred clients, focusing on generating consistent Assets Under Management (AUM) growth.- Advise Affluent clients on their existing investments and manage their overall financial portfolio, focusing on deepening the wallet share from the current client base.- Utilize a strong analytical mindset to effectively analyze client data, identify personalized investment trends, and create lasting impressions through impactful presentations.- Ensure all investment advice and portfolio decisions are coordinated and aligned with the insights provided by the internal Research team, Financial Planning department, and product specialists.Market Knowledge and Compliance:- Maintain good knowledge of Equity Markets and other alternative Investment assets relevant to HNI portfolio construction.- Coordinate seamlessly with the product and research teams to execute and manage optimal investment decisions for the clients.- Ensure mandatory certification requirements of NISM XA (Investment Advisor Level 1) and NISM XB (Investment Advisor Level 2) are current and maintained.Required Skills & Expertise:- Domain Experience: Prior mandatory experience of working in wealth management firms, private banking, or PMS advisory with high-ticket sales exposure to HNI client management.- Sales Execution: Proven ability in PMS Sales and mandatory experience meeting clients F2F on ground for presentations and sales closures.- Negotiation: Demonstrated expertise as a strong Sales Negotiator capable of closing high-ticket transactions (1 Crore+).- Analytics: Strong ability to analyze client data, identify trends, and build compelling, impactful presentations.- Market Knowledge: Good functional knowledge of Equity Markets and other Investment assets.- Certification: Mandatory possession of NISM XA & XB certifications (ref:iimjobs.com)