HNI Client Handling Job Vacancies in Gurgaon

Role Overview: We are looking for a driven and strategic professional to join our Business Development team, focused on sourcing, onboarding, and managing B2B clients in the investment banking space. The role requires active engagement across startups, MSMEs, and investor networks to support fundraising and M&A transactions.Key Responsibilities: Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. Client Acquisition & Relationship Management: Build and nurture long-term relationships with startups, founders, and business owners, guiding them through their capital-raising journey. Investor Ecosystem Engagement: Engage with VCs, PEs, family offices, and HNIs to understand funding interests and map them with suitable opportunities. Collaboration & Coordination: Liaise between internal teams and clients to ensure smooth coordination on deliverables, due diligence, and communication. Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. Market Research & Intelligence: Conduct deep industry research to identify market trends, new leads, and competitive benchmarks. Event Participation: Represent the company at industry forums, startup events, and investor summits to build visibility and generate leads.Key Skills Required: Proven ability in B2B Sales, deal sourcing and client onboarding Strong communication, negotiation, and interpersonal skills Proficiency in CRM, Excel, and reporting tools Self-starter attitude with a business-driven mindset

JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory