Private Equity Advisor at Aditya Birla Capital · Mumbai · 3 - 5 years · ₹3L - ₹6L / yr · Posted 13 Apr 2025
Aditya Birla Money Ltd, part of the Aditya Birla Group, is a prominent financial services company in India offering a wide range of services including equity and commodity broking, portfolio management, wealth management, and insurance broking. Established with a commitment to delivering excellence in financial solutions, Aditya Birla Money leverages its extensive network and robust technological infrastructure to cater to the diverse needs of retail and institutional clients across the country. With a focus on innovation and customer-centricity, the company has established itself as a trusted partner in the financial services sector, providing personalized investment advice and efficient execution to help clients achieve their financial goals.
Equity Advisor/Equity Dealer
Job Purpose : These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).
Role description –
- Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals
- Trade on behalf of clients
- Develop and maintain a long-term relationship with customers
- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
- Acquisition of De-mat / Trading account from open market and leads (Offline & Online)
- Conduct lead generation activities for sales penetration
- Meeting & pitching customers
- Generate Equity Business and maintain strong client relationships.
- To ensure adherence to surveillance, risk & deal desk processes
Expectations from Dealers/Trade advisors –
- Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores)
- Capable of acquiring big ticket margin (min. 1 lac margin)
- Capable of servicing & leveraging relationship with HNI clients
- In-depth Knowledge about trading in Derivatives
- Have a strong & disciplined approach to Sales
- To work in a compliant and diligent manner
- Mandatory to have NISM Series 8 certification – Equity Derivatives Certificate Examination.
Selection Criteria’s:
- Minimum 2 Years’ experience is Mandatory
- Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.
- Currently managing or interested in Client Acquisition (sales)
- Should have completed 10+2+3 years of education (Mandate)
- Below 30 age for Dealers
- CTC range – 3 Lakhs to 6 Lakhs (Depends on Experience and Potential of the candidate) -Dealer Role
- NISM 8 certification – Equity Derivatives mandatory
- Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
- Building relationships with the client & educating them about Investments.
- Responsible for achieving brokerage.
- New Client Acquisition
- Executing Trades Order
Shubham Vishwakarma
Full Stack Developer - Averlon
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Skills & Experience
● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.
● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.
● Familiarity with global markets and international investment products will be an added advantage.
● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.
● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English
Key Responsibilities Client Acquisition & Relationship Management Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives. Develop and maintain long-term relationships by delivering personalized investment advisory services. Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons. Recommend suitable investment opportunities across fixed-income and alternative investment products. Build trust through proactive portfolio reviews and continuous engagement. Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products Monitor market trends, interest rates, and economic developments to provide timely investment recommendations. Ensure investment recommendations align with clients' financial objectives and risk profiles. Stay updated on regulatory developments impacting investment products.
Job Title: Wealth Manager
Location: Bengaluru
Department: Wealth Management
Employment Type: Full-Time
About the Role
We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.
The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.
Key Responsibilities
Client Acquisition & Relationship Management
* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.
* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.
* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.
* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing
Business Development
* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.
* Expand the client base through strategic partnerships, referrals, and market networking.
* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.
Team Leadership & People Management
* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.
* Build and develop a high-performing wealth management team aligned with business goals.
* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.
* Set individual and team performance goals and monitor progress through regular reviews.
* Drive productivity, accountability, and a performance-oriented culture.
* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.
* Support succession planning and identify high-potential talent within the team.
Qualifications
* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.
* MBA (Finance) preferred.
* NISM, CFP, CFA, or equivalent certifications are an added advantage.
Experience
* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.
* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.
* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.
* Strong understanding of fixed-income products and alternative investments.
Required Skills
* Deep knowledge of fixed-income and alternative investment products.
* Strong leadership, coaching, and people management skills.
* Proven ability to build, manage, and motivate high-performing teams.
* Excellent relationship management and consultative selling skills.
* Strong business development, networking, and negotiation abilities.
* Analytical mindset with sound financial acumen.
* Excellent communication and presentation skills.
* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.
Key Performance Indicators (KPIs)
* Revenue generated
* Assets Under Management (AUM)
* Investment volume closed
* New client acquisition
* Client retention and repeat investments
* Team revenue and productivity
* Hiring and successful onboarding of team members
* Team retention and employee development
* Cross-selling and upselling performance
* Customer satisfaction (NPS/CSAT)
Position: Corporate Sales Manager –
Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.
Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.
This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.
Key Responsibilities
● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.
● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.
● Stay updated on financial markets, economic conditions, and investment product offerings.
● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.
● Generate business leads, evaluate enquiries, and propose effective investment solutions.
● Identify and develop relationships with strategic partners to expand outreach and opportunities.
● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.
● Retain and expand the existing client base through structured follow-ups and consistent value delivery.
● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.
● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.
● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.
● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.
Skills & Experience
● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.
● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.
● Familiarity with global markets and international investment products will be an added advantage.
● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.
● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.
Qualifications & Certifications
● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.
● Mandatory NISM / AMFI certifications.
● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.
● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.
Location: Janakpuri, New Delhi
Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
ACCOUNT EXECUTIVE - APAC & EMEA
Sales · Revenue
📍 Noida 🕐 Full-Time 🧭 5-10 Years
THE MISSION
We aren't automating scripts — we're deprecating the era of manual-heavy testing entirely. TestMu AI is building the world's first AI-native platform where Agentic Intelligence autonomously plans, authors, and self-heals the entire Quality Engineering lifecycle.
Drive revenue growth by closing deals with precision and client-focused solutions.
THE PILLARS OF IMPACT
🚀 1. Sales Execution (50%)
– Meet or exceed quarterly and annual sales targets.
– Conduct thorough needs analysis to tailor solutions.
– Develop client-centric product presentations.
– Negotiate and close deals efficiently.
⚙️ 2. Client Relationship Management (30%)
– Foster long-term client partnerships.
– Address and resolve client issues promptly.
– Maintain a high level of client satisfaction.
🧠 3. Market Insight & Strategy (20%)
– Analyze market trends to identify opportunities.
– Report on sales activities and market feedback.
– Contribute to strategic sales planning.
MUST-HAVES — DO NOT APPLY UNLESS YOU HAVE THESE
– 3-7 years of experience in hunting and new business development.
– Flawless communication skills, both written and oral.
– Demonstrated ability to work solo and as a team member.
– Strong work ethic and customer problem-solving passion.
THE BAR — WHAT YOU MUST PROVE
New Business Development: Successfully closed $1M+ in new business annually.
Communication Skills: Delivered impactful presentations to C-level executives.
Independence & Teamwork: Led solo initiatives and collaborated on team projects.
Work Ethic: Consistently exceeded sales targets through dedication and drive.
YOUR PATH
Reports to Regional Sales Manager. Potential growth into Senior Account Executive or Sales Manager within 12-18 months.
Your growth at TestMu AI is mapped to what you ship — not how long you've been here.
Duties and Responsibilities
- Build, lead, and motivate large teams, fostering a growth mindset and high performance
- Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
- Lead new account acquisition, product development, and management of the existing product suite
- Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
- Innovate and leverage technology for new product launches and cost optimization.
- Ensure high levels of customer experience and satisfaction.
- Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
- Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
- Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
- Achieve revenue and client activation targets through effective advisory and relationship management
- Attain through knowledge about stock market terms and trading practices
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Full Stack Developer - Averlon