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Business Development Manager - Wealth Management

MEPa2z LLP Verified employer

Actively hiring · Posted 8d ago · JEV2610EC222536BE

SalarySalary not disclosed
Experience2–7 yrs
LocationBangalore, Karnataka
Work modeRemote · Full time
Openings1
IndustryReal Estate

Job description

We are seeking a dynamic and results-driven Business Development Manager specializing in Wealth Management to join our team in Karnataka. The ideal candidate will have a strong background in investment sales and portfolio management, with a focus on mutual funds. This role is pivotal in driving our business growth and expanding our client base in the wealth management sector.

Key Responsibilities:

  • Develop and implement strategic business development plans to achieve sales targets and expand market presence in the wealth management domain.
  • Build and maintain strong relationships with clients, understanding their investment needs and providing tailored solutions.
  • Conduct market research to identify new opportunities and trends in the mutual funds and investment sales sectors.
  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
  • Stay updated on industry regulations and compliance requirements, particularly related to NISM standards.
  • Prepare and present sales reports, forecasts, and performance metrics to senior management.

Required Skills:

  • Proven experience in business development, particularly in wealth management and investment sales.
  • Strong knowledge of mutual funds and portfolio management strategies.
  • Familiarity with NISM regulations and compliance standards.
  • Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders.
  • Strong analytical and problem-solving abilities, with a results-oriented mindset.

If you are passionate about driving business growth in the wealth management sector and possess the required skills and experience, we invite you to apply for this exciting opportunity. Join us in making a significant impact in the financial services industry.

Key skills

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