Team Lead - HNI Sales

We’re Hiring | Sales – HNI Direct Channel We are looking for an experienced and result-oriented professional to join our HNI Direct Sales team. Function: Sales – HNI Direct Channel Role: HNI / UHNI Client Relationship & Portfolio Management Location: Ahmedabad Key Responsibilities • Meet and build trusted relationships with HNI, UHNI & Family Office clients • Manage a customer-facing B2C role with a strong focus on portfolio management • Design and engineer investment portfolios based on client objectives and risk profiles • Advise HNI clients on suitable investment avenues • Acquire new HNI clients and deepen existing relationships • Grow and manage the existing AUM book • Work across Mutual Funds, PMS, AIF & SIF products • Lead, manage, and mentor a team of Relationship Managers What We’re Looking For ✅ Strong knowledge of personal finance, investment avenues & taxation ✅ Detailed understanding of Fixed Income & Equity products ✅ Strong awareness of current financial markets & affairs ✅ Excellent communication and relationship management skills ✅ Result-oriented and client-focused approach ✅ Strong team player with a learning mindset ✅ Proficiency in MS Office Educational Qualifications & Certifications • Post-Graduation is mandatory , preferably MBA – Finance • NISM Series V-A – Mutual Fund Distributors Certification – Mandatory • NISM Series XXI-A – Portfolio Management Services – Mandatory Interested candidates can share their profile at: If you are passionate about wealth management, portfolio construction, HNI relationships, and investment solutions , we would love to hear from you! Hiring AMC SalesJobs HNISales UHNI FamilyOffice WealthManagement PortfolioManagement AssetManagement MutualFunds PMS AIF SIF InvestmentManagement FinanceJobs RelationshipManagement Leadership Careers