Sales Relationship Managers

Company Description

• Agreya is aSEBI-registered discretionary portfolio manageroffering equity, debt, multi-asset and investment advisory services. As we continue to strengthen our presence across key markets, we are looking to expand ourbusiness 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 - Delhi, Bangalore and Mumbai

Role Description

• Drivenew client acquisitionwithin theMass Affluent, HNI and UHNI segmentsthrough networking, referrals, outreach initiatives and market leads.
• Ensure aseamless client onboarding experience, coordinating with internal operations and customer service teams to deliver efficient and high-quality client service.
• Participate inclient 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 managelong-term client relationshipswithin the region, focusing on client retention, engagement and incremental AUM growth.
• Work towards achievingrevenue targets and AUM growth, while identifying opportunities to introduce relevant public market investment solutions to clients.
• Supportsales and client engagement initiatives, including events, outreach activities and analytics that help strengthen client relationships and support business growth.

Qualifications

Experience

• 310 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 asNISM, AMFI, or similar will be an added advantage.

Skills

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