Wealth management and Business Development Manager

2 weeks ago

Ghaziabad, India Henox capital private limited Full time

HENOX Capital and Finserv Pvt Ltd. is a trusted financial services firm offering mutual funds, bonds, PMS, AIF, insurance, and loan distribution. Our mission is to deliver integrated wealth solutions that help individuals and businesses achieve long-term financial well-being.

Key Responsibilities

  • Acquire and manage High Net-Worth (HNI) and affluent clients for their wealth management and investment needs.
  • Provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other financial products.
  • Generate new business through referrals, networking, and digital channels.
  • Conduct portfolio reviews and recommend rebalancing or new opportunities.
  • Cross-sell relevant products aligned with client goals and risk profile.
  • Maintain long-term client relationships with consistent service and engagement.
  • Collaborate with product and operations teams for smooth execution.
  • Achieve monthly sales and revenue targets in line with company objectives.

Desired Candidate Profile

  • Bachelor's degree in Finance, Commerce, or Economics (MBA/CFP/NISM preferred).
  • Strong knowledge of mutual funds, PMS, AIFs, bonds, and insurance products.
  • Proven track record in managing HNI/retail client relationships.
  • Excellent communication, interpersonal, and client-handling skills.
  • Self-driven, target-oriented, and ethical in approach.

Share your cv at

Job Type: Full-time

Pay: ₹300, ₹600,000.00 per year

Benefits:

  • Health insurance
  • Leave encashment
  • Life insurance
  • Paid sick time
  • Provident Fund

Experience:

  • Business development: 2 years (Required)
  • Insurance sales: 2 years (Required)

Work Location: In person

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