Business Development Associate

Job Title: Wealth Manager

Broader Role / Responsibilities

• Acquisition of Wealth Clients:
• Acquire and advise HNI clients.
• Receive leads for Affluent & Super Affluent client base from the existing company pool.
• Build sales funnel through Client Meetings or Virtual Presentations.
• Conduct and assist in organizing seminars, workshops, and other business development activities.
• Manage a minimum entry-level portfolio amount of Rs 1 crore and above.
• Advisory and Relationship Management:
• Maintain client relationships and generate Asset Under Management (AUM) from preferred clients.
• Advise Affluent clients in conjunction with the Research team, Financial planning department, and operations team on existing investments.
• Manage overall financial portfolios and deepen relationships with existing clients.
• Coordinate with product and research teams for client investment decisions.

Requirements & Tech Stack

• Good ability to analyse client data, identify trends, and create lasting impressions through impactful presentations.
• Impeccable sales skills to handle HNI clients.
• Good Sales negotiator and able to close high ticket sales.
• Good knowledge of Equity Markets and other Investment assets.

Qualifications

• Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition, or High ticket MF Sales.
• Exposure to HNI client management.
• Experience in managing HNI clients.
• Good Personal and Virtual meeting skills.