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About the role: We are hiring for a leading, diversified financial services group with a strong presence across lending, investments, insurance and other financial solutions. We are seeking an experienced Client Relations or Wealth Management professional with a strong local network to drive HNI, Corporate and Institutional client acquisition, relationship deepening, investment solutions and revenue growth. Key Responsibilities: - Identify and acquire new HNI, Corporate and Institutional clients through networks, referrals and other sourcing channels. - Execute sales plans and achieve targeted business volumes, revenue, profitability and fee income. - Build and maintain strong client relationships through regular calls and meetings. - Drive client retention, penetration, share of wallet and relationship deepening. - Identify cross-selling opportunities across relevant investment products. - Understand client requirements and provide appropriate investment solutions and market insights. - Coordinate with Research, CSM, Mutual Funds, Banks and other market intermediaries for client servicing and smooth operations. - Ensure adherence to KYC, documentation, risk, compliance and internal policies. - Monitor market and competitor developments and emerging client requirements. - Prepare periodic sales and activity MIS and performance reports. Ideal Candidate: - 6-8 years of relevant experience in Wealth Management, HNI Relationship Management, Institutional Sales, Investment Products, Corporate Relationship Management or Financial Services. - Strong local client network and proven new business acquisition capability. - Strong knowledge of investment products, financial markets and market trends. - Proven experience in client retention, cross-selling and share of wallet expansion. - Target oriented with a track record of achieving sales, revenue and fee income objectives. - Excellent communication, negotiation and relationship management skills. - Strong customer centric approach with high integrity and compliance orientation. .