Senior Manager - Distribution

Jainam Share Consultants Pvt Ltd.


Date: 3 weeks ago
City: Bhopāl, Madhya Pradesh
Contract type: Full time
Jainam Broking Limited

  • 14 hours ago

Location

Bhopal

Department

Distribution - JBL

Employment Type

Full-time

Applications Received

1

Closes On

24 Aug, 2026

Key Responsibilities

  • Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products:
  • Act as the primary point of contact for high net worth individual (HNI) clients.
  • Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
  • Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
  • Conduct regular portfolio reviews and performance updates for existing clients.
  • Lead Generation and Sourcing of New Clients and Accounts:
  • Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
  • Collaborate with marketing and sales teams to generate leads and convert them into active accounts.
  • Arranging Client Meetings with Fund Managers on Regular Intervals:
  • Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
  • Ensure timely communication of investment strategies, market insights, and performance reports to clients.
  • Facilitate productive discussions to address client queries and concerns regarding their investments.
  • Managing Events with HNI and Ultra HNI Clients with AMC Support:
  • Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs).
  • Reviews of Client Existing Investments on Regular Basis:
  • Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives.
  • Support and Servicing to Existing Branches and Sub-brokers:
  • Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
  • Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices.

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