Business Development Manager

2 weeks ago


delhi, India SKS Enterpprises - Human Resource Planning and Management Full time
Job Title: Business Development Manager - Portfolio Management Services
Location: Mumbai, India
Experience: 5-7 years
Mandatory Requirements:
Good understanding of financial markets, investment products, and regulatory requirements related to Portfolio Management Services (PMS).
Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts to clients.
Willingness to travel extensively outside Mumbai.
About Our Client:
Our client is an esteemed investment advisory firm licensed by the Securities and Exchange Board of India (SEBI), the regulatory body governing the securities market in India. With a commitment to excellence and integrity, our client specializes in portfolio management services (PMS).
Roles and Responsibilities:
Business Development: Lead the development and implementation of strategic business development initiatives to drive sales of Portfolio Management Services (PMS).
Client Acquisition: Identify and target prospective clients, including high-net-worth individuals (HNIs), family offices, and institutional investors, to expand the client base for PMS offerings.
Relationship Management: Cultivate and maintain strong relationships with existing and potential clients, understanding their investment objectives and providing tailored solutions to meet their needs.
Product Knowledge: Develop a deep understanding of our Portfolio Management Services (PMS) offerings, including investment strategies, performance metrics, and competitive positioning, to effectively communicate value propositions to clients.
Market Research: Stay abreast of market trends, competitor activities, and regulatory developments in the equity and investment management space, providing insights and recommendations to enhance our PMS offerings.
Collaboration: Collaborate closely with internal stakeholders, including investment managers, research analysts, and marketing teams, to ensure alignment of sales strategies with overall business objectives.
Sales Reporting: Prepare regular sales reports, forecasts, and performance metrics, providing insights and recommendations to senior management to optimize sales strategies and drive business growth.
Client Education: Conduct client seminars, webinars, and presentations to educate clients on the benefits and features of our Portfolio Management Services (PMS) offerings.
Qualifications and Skills:
Bachelor's degree in Business, Finance, Economics, or related field; MBA or CFA qualification preferred.
Candidates holding NISM 5A and CFA certifications are preferred for the role
Proven track record of 5-7 years in equity sales, with a focus on business development and client acquisition.
Strong networking and relationship-building skills, with the ability to interact confidently with high-net-worth individuals (HNIs) and institutional investors.
Results-oriented mindset with a drive to meet and exceed sales targets.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.

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