Sales Relationship Managers

Agreya Capital Advisors · India

Company Description

• Agreya is a SEBI-registered discretionary portfolio manager offering equity, debt, multi-asset and investment advisory services. As we continue to strengthen our presence across key markets, we are looking to expand our business development and client-facing teams.
• This will provide an opportunity for professionals to be an integral part of our fast-growing sales and business function. This will be a high-impact role where you will work closely with senior management, take full ownership of business initiatives and help shape how we scale up our business. 
• If you relish working in lean and dynamic environments, thrive in uncertainty, are driven and self-motivated then this role is right for you. 

Location - Bangalore and Pune

Role Description

• Drive  new client acquisition within the  Mass Affluent, HNI and UHNI segments through networking, referrals, outreach initiatives and market leads.
• Ensure a  seamless client onboarding experience , coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.
• Participate in  client financial planning and portfolio discussions , including asset allocation, understanding client requirements and risk appetite, and supporting the development of investment strategies aligned with client financial goals.
• Build and manage  long-term client relationships within the region, focusing on client retention, engagement and incremental AUM growth.
• Work towards achieving  revenue targets and AUM growth , while identifying opportunities to introduce relevant public market investment solutions to clients.
• Support  sales and client engagement initiatives , including events, outreach activities and analytics that help strengthen client relationships and support business growth.

Qualifications

Experience

• 4-10 years of experience in wealth management, retail/private banking, asset management, or financial product selling.

Market Knowledge

• Familiarity and comfort with public market investment products and wealth management solutions.

Sales Capability

• Demonstrated track record in financial product sales and understanding of client investment needs.

Education

• Degree in finance, business, investment, or a related field. Certifications such as  NISM, AMFI , or similar will be an added advantage.

Skills

• Strong communication, relationship management, client engagement and analytical capabilities.