Job Description

Department Wealth Management
Position Executive--Business Development
Primary reporting authority Team Leader/Relationship Manager
Secondary reporting authority Director
Required Qualification I - MBA (Finance/Marketing)
II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter
Required Experience Not less than 1-2 years (Age 24-30 Years)
Location Mumbai
Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities

• Business Development and Relationship Management in Wealth Management.
• Actively pursue business development oppotunities and strive to achieve and surpass business development targets set by management.
• Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
• Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
• Be active in developing new business for Wealth Management Team.
• Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
• Maintaining a good rapport with new clients so as to get good business and more referrals from them.
• Giving solutions to clients for any financial need with regards to wealth management.
• Reaching out to prospective clients using web based search and self sourcing.

Skills Required