Business Development Manager - Wealth Management

Building Services Design & Energy Institute - MEPa2z; Bengaluru; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka seeks a results-driven Business Development Manager specializing in Wealth Management. The role focuses on expanding the client base through investment sales and mutual fund strategies, with a strong emphasis on regulatory compliance.

The candidate will develop strategic plans, build client relationships, conduct market research, and collaborate across teams to ensure excellent service delivery.

Qualifications

• Experience in business development, wealth management and investment sales.
• Strong knowledge of mutual funds and portfolio management strategies.
• Familiarity with NISM regulations and compliance standards.

Responsibilities

• Develop and implement strategic business development plans to achieve sales targets in wealth management.
• Build and maintain relationships with clients, understanding investment needs and providing tailored solutions.
• Conduct market research to identify opportunities in mutual funds and investment sales sectors.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay updated on industry regulations and compliance requirements related to NISM standards.
• Prepare and present sales reports, forecasts, and performance metrics to senior management.

Skills

Wealth management

Investment sales

NISM regulations

Client relations

Analytical skills

Job description

We are seeking a dynamic and results-driven Business Development Manager specializing in Wealth Management to join our team in Karnataka. The ideal candidate will have a strong background in investment sales and portfolio management, with a focus on mutual funds. This role is pivotal in driving our business growth and expanding our client base in the wealth management sector.

Key Responsibilities

• Develop and implement strategic business development plans to achieve sales targets and expand market presence in the wealth management domain.
• Build and maintain strong relationships with clients, understanding their investment needs and providing tailored solutions.
• Conduct market research to identify new opportunities and trends in the mutual funds and investment sales sectors.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay updated on industry regulations and compliance requirements, particularly related to NISM standards.
• Prepare and present sales reports, forecasts, and performance metrics to senior management.

Required Skills

• Proven experience in business development, particularly in wealth management and investment sales.
• Strong knowledge of mutual funds and portfolio management strategies.
• Familiarity with NISM regulations and compliance standards.
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders.
• Strong analytical and problem-solving abilities, with a results-oriented mindset.

If you are passionate about driving business growth in the wealth management sector and possess the required skills and experience, join us in making a significant impact in the financial services industry.