Business Head – Wealth Management N53 Techworks LLP

The Corporate Institute; Jaipur; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

The Corporate Institute is seeking a result-driven wealth management professional to accelerate growth for our wealth management vertical, focusing on high-net-worth clients and affluent investors. You will work with senior management to implement strategies, enhance sales, and streamline operations, leveraging your market expertise.

Ideal candidates bring 8–10 years in wealth management or private banking, strong knowledge of financial markets, and a track record in business development and

Qualifications

• Background in wealth management, private banking, or investment distribution with 5+ years of relevant experience.
• In-depth knowledge of financial markets including Mutual Funds, PMS and AIFs, and strong analytical ability for evaluating investment products.
• Proven experience in business development and sales strategy with ability to foster client relationships and drive acquisitions.
• Entrepreneurial mindset with proactive project ownership and execution in a collaborative setting.

Responsibilities

• Identify new business opportunities, develop effective sales strategies, and conduct investment analysis.
• Design and refine operational processes to ensure efficiency and compliance within the wealth management framework.

Skills

Wealth management

Investment analysis

Analytical skills

Client relationship management

Sales strategy

Project ownership

Job description

About the role

We are seeking a dynamic and motivated professional to join our Wealth Management team. This role is pivotal in driving the growth and development of our wealth management vertical, catering to high-net-worth individuals and affluent investors. You will collaborate closely with senior management to implement business strategies, enhance sales efforts, and streamline operations, while leveraging your expertise in financial markets and investment products.

Total Experience

8 – 10 years

Responsibilities

• Identifying new business opportunities, developing effective sales strategies, and conducting thorough investment analysis.
• Designing and refining operational processes to ensure efficiency and compliance within the wealth management framework.

What we are looking for

• A solid background in wealth management, private banking, or investment distribution, with at least five years of relevant experience.
• In-depth knowledge of financial markets, including Mutual Funds, PMS, and AIFs, coupled with a strong analytical skill set for evaluating investment products.
• Proven experience in business development and sales strategy, with the ability to foster strong client relationships and drive acquisition efforts.
• A proactive, entrepreneurial mindset, demonstrated through effective project ownership and execution in a collaborative setting.