Business Development Manager Wealth (Global Financial Institution)

As a Business Development Manager - Wealth you will be responsible for acquiring advising and managing high-net-worth individual (HNI/ B2C)) clients & B2B clients like other broking firms distributors & tie-up with banks. The role demands a deep understanding of investment products relationship management and financial planning.

You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions.

• Acquire new HNI & UHNI clients through networking referrals and personal efforts.
• Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews.
• Offer a wide range of financial products including equity mutual funds PMS AIFs bonds insurance structured products etc.
• Conduct risk profiling and financial planning to align client goals with appropriate investment strategies.
• Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement.
• Stay updated with market trends economic updates and investment opportunities.
• Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

• Graduate/Postgraduate in Finance Business Economics or related fields. Certifications like CFP NISM NCFM CFA (preferred).
• Minimum 3 years of relevant experience in wealth management private banking or investment advisory.
• Strong understanding of financial markets investment products and portfolio management.
• Proven track record in client acquisition and relationship management.
• Excellent communication interpersonal and negotiation skills.
• Self-driven target-oriented and ethical.

Required Skills:

Wealth ManagementHNI client handlingregular portfolioMutual FundsequityPMSInsurance