Executive / A.M_Business Development

JobItUs; Mumbai; In loco; INR 800.000 - 1.200.000; Tempo pieno

Descrizione del lavoro

JobItUs in Mumbai seeks an Executive--Business Development in Wealth Management to drive client acquisition among HNIs and corporates.

You will build relationships, distribute mutual funds and financial products, and contribute to AUM growth.

The role requires an MBA in Finance/Marketing or commerce degree with relevant experience, and proficiency in MS Office.

Competenze

• MBA (Finance/Marketing) or commerce degree with relevant experience.
• 1–2 years experience in wealth management or financial services.
• Mumbai location; willingness to engage with high net worth clients.

Mansioni

• Business Development and Relationship Management in Wealth Management.
• Actively pursue business opportunities and meet targets.
• Develop contacts with high net worth individuals and corporates.
• Contribute to AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
• Develop new business for Wealth Management team.
• Distribute mutual funds and financial products to HNI, Ultra HNI and corporates.
• Maintain rapport with clients to generate referrals and repeat business.
• Provide financial solutions based on clients’ wealth management needs.
• Reach out to prospective clients via web-based search and self-sourcing.

Conoscenze

Business Development

Relationship Management

HNI client acquisition

Networking

Formazione

MBA (Finance/Marketing)

M.Com / B.Com / BBA

Strumenti

MS Office

MF CRM Software

Investwell Software

Descrizione del lavoro

Role Profile and Job Description

Doc No. HR/JD/CF - Senior Manager

Department

Wealth Management

Position

Executive--Business Development

Primary reporting authority

Team Leader/Relationship Manager

Secondary reporting authority

Director

Required Qualification

• I - MBA (Finance/Marketing)
• II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter

Required Experience

Not less than 1-2 years (Age 24-30 Years)

Location

Mumbai

Required Minimum Computer Skills

Microsoft Office applications (Word, Excel, Powerpoint, Outlook)

Beneficial Computer Skills

MF Utility Software, Investwell Software or such other MF CRM Software and back office management software

Primary Responsibilities

• Business Development and Relationship Management in Wealth Management.
• Actively pursue business development oppotunities and strive to achieve and surpass business development targets set by management.
• Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
• Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
• Be active in developing new business for Wealth Management Team.
• Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
• Maintaining a good rapport with new clients so as to get good business and more referrals from them.
• Giving solutions to clients for any financial need with regards to wealth management.
• Reaching out to prospective clients using web based search and self sourcing.