Specialist - Affluent Client Segment

7 days ago

Ahmedabad, Gujarat, India SBI Funds Management Limited Full time


Roles & Responsibilities

Role Overview: The Specialist – Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills.
Key Responsibilities

1. Client Acquisition and Relationship Management

• Identify, prospect, and acquire new high-net-worth clients (HNWIs).

• Build, nurture, and sustain long-term relationships with existing clients.

• Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.

2. Product Knowledge and Sales

• Attain deep expertise in mutual funds and alternative investment products.

• Present and explain product features, benefits, and associated risks to clients effectively.

• Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region.

3. Market Intelligence and Competitive Analysis

• Monitor industry trends, regulatory updates, and competitors' strategies.

• Formulate innovative sales strategies to enhance market presence.

4. Compliance and Risk Management

• Ensure adherence to regulatory guidelines and internal compliance standards.

• Proactively manage risks to safeguard clients' and the company's interests.

• Maintain precise and up-to-date documentation of client interactions and transactions.

• Comply with and promote adherence to the organization's Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.



Mandatory Skills :


• Educational Background: MBA from a reputed institution

• Certifications: NISM V-A and XXI-A

• Experience: 2–10 years in financial services, preferably in wealth management or sales of investment products

• Strong knowledge of Indian capital markets and financial instruments

• Excellent communication, presentation, and relationship-building skills.

• Proven sales and negotiation expertise with a results-driven approach

• Ability to work independently and collaboratively in a fast-paced environment



Desirable Skills :

NISM, Mutual Fund Sales, Communication Skills


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