Business Development Manager - Wealth (Global Financial Institution)

Role Overview:

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.

Key Responsibilities:

• 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.

Qualifications & Skills:

• 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.