Executive-Business Development for Wealth Management

RECEX Pvt. Ltd.; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

RECEX Pvt. Ltd. in Mumbai is seeking an Executive–Business Development to drive growth in Wealth Management. The role focuses on building relationships with high net worth individuals and corporates, and on expanding the firm’s AUM through new client acquisition.

The candidate will report to Team Leader/Relationship Manager and will contribute to developing new business for the Wealth Management team, including distribution of mutual funds and other financial products.

Qualifications

• MBA in Finance or Marketing is required.
• Commerce graduate (M.Com/B.Com/BBA or equivalent) with strong, relevant experience.
• 1–2 years of experience; age 24–30 years.

Responsibilities

• Business Development and Relationship Management in Wealth Management.
• Pursue business opportunities and strive to meet or exceed targets.
• Develop contacts with high net worth individuals, ultra HNIs, and corporates for new client acquisition.

Skills

Relationship management

Communication skills

Sales acumen

Education

MBA (Finance/Marketing)

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

Tools

MS Office

Investwell/MF CRM

Job description

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.