Senior Relationship Wealth Manager

Mehak Wealth Management; Kaushambi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Mehak Wealth Management, based in Uttar Pradesh, seeks an experienced Senior Wealth Advisor to acquire HNI and Ultra-HNI clients and lead advisory engagements. You will build a strong network of affluent professionals, conduct initial meetings, present SEBI Registered Investment Adviser profiles, and convert prospects into paying clients.

You will manage a healthy pipeline, drive revenue targets, coordinate with compliance and research teams, and foster long-term client relationships through

Qualifications

• 38 years of experience in HNI/Wealth Management/Investment Advisory/Private Banking/Financial Services/Relationship Management/Sales.
• Existing HNI client network strongly preferred.
• Proven track record of acquiring high-value clients.
• Experience selling/advising on wealth or investment-related financial services.
• Strong communication, presentation and negotiation skills.
• Excellent relationship-building and networking abilities.

Responsibilities

• Acquire new HNI and Ultra-HNI clients for investment advisory services.
• Develop and maintain a strong network of HNI investors, entrepreneurs, CXOs and affluent professionals.
• Generate leads through personal networking, referrals, seminars and events, LinkedIn and other channels.
• Identify prospects with significant investible assets and need for professional advisory.
• Conduct initial client meetings and understand investment objectives and requirements.
• Present SEBI Registered Investment Adviser profile, process, services and fees.
• Convert qualified prospects into paying advisory clients.
• Maintain a healthy sales pipeline and conduct follow-ups.
• Develop referral relationships with CAs, tax professionals, lawyers, entrepreneurs and business consultants.
• Achieve monthly, quarterly and annual client acquisition and advisory revenue targets.
• Maintain accurate records in CRM.
• Coordinate with Investment Adviser/Research/Compliance for onboarding and servicing.
• Build long-term relationships and generate referrals.
• Participate in HNI events, investor meetings and networking activities.
• Ensure client communication complies with SEBI regulations and policies.

Skills

HNI client acquisition

Wealth management

Investment advisory

Relationship management

Sales

Networking

Communication skills

Education

NISM Certification

Job description

Key Responsibilities

• Acquire new HNI and Ultra-HNI clients for the company's investment advisory services.


• Develop and maintain a strong network of HNI investors, entrepreneurs, business owners, CXOs and affluent professionals.


• Generate leads through personal networking, references, professional contacts, seminars, events, LinkedIn and other legitimate channels.


• Identify prospects with significant investible assets and genuine requirement for professional investment advisory.


• Conduct initial client meetings and understand the prospect's investment objectives and requirements.


• Present the company's SEBI Registered Investment Adviser profile, advisory process, service proposition and applicable fee structure.


• Convert qualified prospects into paying advisory clients.


• Maintain a healthy sales pipeline and conduct systematic follow-ups.


• Develop referral relationships with suitable professional networks such as CAs, tax professionals, lawyers, entrepreneurs and business consultants, subject to the firm's compliance framework.


• Achieve monthly, quarterly and annual client acquisition and advisory revenue targets.


• Maintain accurate records of leads, meetings, follow-ups, proposals and conversions in the CRM.


• Coordinate with the Investment Adviser/Research/Compliance team for client onboarding and subsequent servicing.


• Build long-term relationships with acquired clients and generate legitimate referrals.


• Participate in HNI events, investor meetings, seminars and networking activities.


• Ensure that all client communication remains compliant with SEBI regulations and company policies.

Ideal Candidate Profile

• 38 years of experience in HNI/Wealth Management/Investment Advisory/Private Banking/Financial Services/Relationship Management/Sales.


• Existing HNI client network will be strongly preferred.


• Proven track record of acquiring high-value clients.


• Experience in selling/advising on wealth or investment-related financial services.


• Strong communication, presentation and negotiation skills.


• Excellent relationship-building and networking abilities.


• Strong commercial orientation with the ability to achieve revenue targets.


• Ability to deal confidently with business owners, CXOs and affluent investors.


• Comfortable conducting face-to-face meetings with HNI clients.


• Good understanding of equity markets, mutual funds, portfolio management and investment concepts is preferred.


• NISM certification as applicable to the actual role and responsibilities.

Key Performance Indicators (KPIs)

The candidate will be evaluated on:

• Number of qualified HNI leads generated


• Number of HNI meetings conducted


• New advisory clients acquired


• New advisory fees generated


• Monthly/quarterly revenue achievement


• Client retention and renewal


• Referral generation


• Conversion ratio


• Quality of client acquisition

Target Client Profile

Priority should be given to:

• Business Owners / Entrepreneurs


• CXOs / Senior Corporate Executives


• HNI Investors


• Ultra-HNI Families


• Doctors / Lawyers / Chartered Accountants


• Senior Professionals


• NRIs, where services can legally and compliantly be provided


• Investors with substantial existing portfolios