Assistant Vice President ? Strategy & Business Development

Financial Mindss; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Financial Mindss in Mumbai is seeking a Chartered Accountant with 2+ years of experience to drive business growth and build strong client relationships. The role blends financial analysis, business development, sales and advisory services for corporate clients and investors.

You will lead client meetings, proposals and negotiations, coordinate with analysts, and help expand the firm’s strategic footprint in the market.

Qualifications

• CA with minimum 2 years of experience.
• Experience in Business Development, Sales, Client Acquisition or Relationship Management.
• Experience in Investment Banking / Merchant Banking, AIFs, Banking, Wealth Management, Brokerage / Stock Broking, PMS or Mutual Funds / Asset Management.

Responsibilities

• Analyse companies, financial statements, industries and business models for decision-making.
• Identify and approach potential clients through various channels.
• Develop and maintain relationships with promoters, CXOs, investors and key stakeholders.
• Understand client requirements and offer suitable financial/advisory solutions.
• Conduct client meetings, presentations, product/service demonstrations and follow-ups.
• Generate new business opportunities and contribute towards revenue growth.
• Coordinate with Analysts and Management for client proposals, presentations and financial analysis.
• Develop and execute business development and sales strategies.
• Negotiate and assist in converting prospects into clients.
• Maintain records of client interactions, opportunities and closures.

Skills

Chartered Accountant

Business Development

Client Acquisition

Investment Banking

AIFs

Wealth Management

Stock Broking

PMS

Mutual Funds

Financial Analysis

Excel

PowerPoint

Communication

Negotiation

CA Advantage

Education

Chartered Accountant (CA)

Tools

MS Excel

PowerPoint

Job description

The candidate will be responsible for driving business growth, developing client relationships, identifying new opportunities and supporting the firms strategic expansion.

The role involves a combination of financial analysis, business development, sales and client relationship management.

Job Profile

• Analyse companies, financial statements, industries and business models for decision-making.
• Identify and approach potential clients through various channels.
• Develop and maintain relationships with promoters, CXOs, investors and key stakeholders.
• Understand client requirements and offer suitable financial/advisory solutions.
• Conduct client meetings, presentations, product/service demonstrations and follow-ups.
• Generate new business opportunities and contribute towards revenue growth.
• Coordinate with Analysts and Management for client proposals, presentations and financial analysis.
• Develop and execute business development and sales strategies.
• Negotiate and assist in converting prospects into clients.
• Maintain records of client interactions, opportunities and closures.

Required Skills & Qualifications

• Qualified Chartered Accountant (CA) with minimum 2 years of experience.
• Experience in Business Development, Sales, Client Acquisition or Relationship Management will be preferred.
• Experience in Investment Banking / Merchant Banking.
• Experience in AIFs.
• Experience in Banking Credit / Banking.
• Experience in Wealth Management.
• Experience in Brokerage / Stock Broking.
• Experience in PMS.
• Experience in Mutual Funds / Asset Management.
• Strong understanding of financial statements and financial products.
• Excellent communication, presentation, negotiation and interpersonal skills.
• Strong analytical and client relationship management skills.
• Proficiency in MS Excel and PowerPoint.
• CS, CFA or LLB Degree will be an added advantage.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.