Executive / A.M_Business Development

RECEX Pvt. Ltd.; Mumbai; In loco; INR 450.000 - 750.000; Tempo pieno

Descrizione del lavoro

Recex Pvt Ltd. in Mumbai seeks an Executive–Business Development to drive wealth management growth. You will identify and pursue opportunities, source HNI clients, and distribute mutual funds and other financial products.

The role requires a relevant MBA/commerce degree and 1–2 years of business development experience with proficiency in MS Office.

Competenze

• MBA/commerce qualification with relevant experience in wealth management
• Strong experience in business development and client acquisition within financial services

Mansioni

• Business Development and Relationship Management in Wealth Management.
• Actively pursue business development opportunities and strive to achieve targets.
• Build contacts with high net worth individuals and corporates for new client acquisition.
• Contribute to AUM by acquiring HNI/Ultra HNI and corporate clients.
• Develop new business for Wealth Management and distribute mutual funds and other financial products to clients.
• Maintain rapport with new clients to generate referrals and ongoing business.
• Provide wealth management solutions to clients’ financial needs.
• Source prospective clients through web research and self-sourcing.

Conoscenze

Microsoft Office

PowerPoint

Excel

Outlook

Formazione

MBA (Finance/Marketing)

M.Com/B.Com/BBA or commerce graduate

Strumenti

MF Utility 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.