Senior Business Development Manager - (Wealth/Investment)

Workoid Consultants; Bengaluru; On-site; INR 2,500,000 - 3,500,000; Full time

Benefits offered by this job

Work hours: 9:00–18:30, alternate Sat.

Job summary

Workoid Consultants in Bengaluru is seeking a wealth management client acquisition expert to drive HNI/UHNI onboarding and build robust AUM relationships. You will engage entrepreneurs, CXOs and affluent families, and generate business across PMS, AIF, MF, and structured/global investments.

The role demands a proven track record in growing AUM and converting high-net-worth clients, with deep understanding of wealth management products and investment solutions.

Qualifications

• Should have managed an AUM book of at least INR 200 crore.
• Proven track record in acquiring & converting HNI/UHNI clients.
• Strong understanding of wealth management products & investments solutions.

Responsibilities

• Drive HNI/UHNI client acquisition for Wealth Management & Family Office services.
• Build relationships with entrepreneurs, CXOs and affluent families to generate business across PMS, AIF, MF, structured/global investments.

Skills

AUM management

HNI/UHNI acquisition

Wealth products knowledge

Job description

Drive HNI/UHNI client acquisition for Wealth Management & Family Office services. Build relationships with entrepreneurs, CXOs and affluent families, generate business across PMS, AIF, MF, structured/global investments, build an AUM book of 200 Cr+.

Required Candidate profile

Should have managed AUM book of at least INR 200 crore. Proven track record in acquiring & converting HNI/UHNI clients. Strong understanding of wealth management products & investments solutions.

Perks and benefits

9 am to 6:30 pm (Alt Sat Off, Alt Sat Half day)