Worli, Mumbai |   600000 - 2000000 P.A.

7+ years

Job Description:   

Job Responsibilities:
• Develop and implement marketing materials together with the senior leadership team.
• Develop and sustain relationships with capital sources representing the firm across all its divisions.
• Proactive and agile in scouting leads, arranging meetings, preparing sales pitch/deck and presenting the same to the client.
• Coordinate business development initiatives including “roadshows” (planning, coordination, and execution), Client meetings, on-site meetings, conference calls and investor events
• Maintaining and nurturing existing relationships by providing high level of service and satisfaction to
clients.
• Maintain the prospect pipeline and relationship database
• Create excellent product portfolio to suite demand of the Investors which meets their expectation of risk and rewards and aggressively market the same
• Qualify prospective investors based on firm criteria, risk profile and investor goals
• Directly responsible for interacting and engaging with Clients on a regular basis and keeping them
aware about performance reports, MIS etc
• To Oversee, track and document onboarding process for new investors and ensuring successful &
hassle-free onboarding
• To be the single point of contact for client support and ensure highest level of client servicing by
promptly responding and resolving clients’ queries, if any
• Prepare internal sales reporting packages for senior management
• Responsible for individual revenue generation
• To work closely with the senior management and Research & Development team
• Keeps abreast with the emerging trends in the wealth management industry
• Conduct industry research and analysis of trends, themes and competitor activity
• Special projects as needed
• Seamlessly integrate within the vast existing network of the firm’s connections.

Required skills & Experience
• Graduate / Post-Graduate with experience in sourcing and managing client relationships in financial industry
• Strong understanding of the Capital Markets & knowledge of Mutual Funds, Insurance, Equity, Debt Markets
• Strong communication and inter-personal skills
• Self-starter with Innovative & entrepreneurial mindset
• Passionate for meeting new people, networking & build long term professional relationships
• Micro-manager with attention to detail
• Client centric approach which would allow him/her to solicit, acquire and act on information from
customers concerning their current and future needs,
• Advantage to candidate with strong existing client connects
• Advantage to NISM certified Investment Advisor
• Open to travel, if required
• Proven experience of managing a large portfolio of clients and building senior level relationships

Salary is negotiable based on experience and knowledge base.

Qualification: Any Graduate /post graduate

Keyskills:   Business Development, Investor relations, HNI, UHI, Mutual Funds, Insurance, Equity, Debt Markets, Fintech

Please note - due to the number of applications we receive, we will only be able to respond to successful candidates.