VP-BDM

Michael Page; India; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

A competitive salary package

Opportunities for career advancement

Exposure to strategic decision-making

Job summary

Michael Page is seeking a motivated individual in India to acquire High Net Worth Individual (HNWI) customers for wealth management and banking services. The role involves generating referrals from various professionals and managing the referral flow. Successful applicants should have sales experience in financial services, preferably with an existing network in investment law and accounting firms. A competitive salary and opportunities for career advancement are on offer.

Qualifications

• Sales/ Business Development experience in Wealth Management, Personal Banking, Corporate Banking, or related industries.
• Knowledge of Financial services & Wealth management market in India is an advantage.
• Having network/relationships with Investment Law Firms, CA Firms is a strong advantage.

Responsibilities

• Acquire HNWI customers for wealth management and international banking services.
• Identify and build new referral partners.
• Manage the referral flow funnel from initiation to conversion.
• Meet Operating Plan Target numbers for HNWI customers.
• Ensure exceptional on-boarding experience for new customers.

Skills

Sales experience in Wealth Management

Network with Investment Law Firms

Knowledge of Financial Services

Job description

• A competitive salary package
• Opportunities for career advancement

About Our Client

The company is a large organization within the Financial Services industry.

Job Description

• Acquire HNWI customers for wealth management and international banking services by generating referrals from Investment Firms, Investment Law firms, CA firms, Family Office Advisors, Real Estate consultants, Industry associations and other professionals.
• Identify and build new referral partners and engage with them consistently through meetings, events, networking forums to build an increasing inflow of referrals from these referral partners.
• Manage the referral flow funnel from referral initiation till conversion and contribute to lifecycle revenue
• Meet Operating Plan Target numbers for HNWI customers acquired every month and other Banking products as assigned from time to time.
• Ensure exceptional on-boarding experience for new customers through seamless handover to assigned Relationship Managers and Branch Teams

The Successful Applicant

• Sales/ Business Development experience in Wealth Management, Personal Banking, Corporate banking or industries that thrive on partnership referral ecosystems.
• Knowledge of Financial services & Wealth management market in India will be an advantage
• Having network/ relationships with Investment Law Firms, CA Firms is a strong advantage

What's on Offer

• Exposure to strategic decision-making and leadership responsibilities