▷ Only 24h Left: Business Development manager
3 days ago
Job Description
We are looking for a confident, driven, and service-oriented Business Development Manager who can identify, acquire, and service High Net-Worth Individuals (HNIs). The ideal candidate will have a strong relationship-building background and a deep understanding of the lifestyle, expectations, and financial needs of HNI clients.
Key Responsibilities
Identify and acquire HNI clients through networking, referrals, and strategic partnerships.
Build deep and lasting relationships by understanding the client's life goals and aligning appropriate financial solutions.
Present tailored investment strategies involving mutual funds, equities, bonds, and other personal finance instruments.
Collaborate with internal teams to ensure smooth onboarding, documentation, and periodic portfolio reviews.
Stay informed on financial market trends, products, and competitor offerings.
Deliver exceptional client service and build long-term trust with a consultative and empathetic approach.
Ideal Candidate Profile
Experience
37 years of experience in financial services, wealth management, luxury sales, hospitality, or high-end services where client trust and discretion are critical.
Exposure to HNI clients is a mustcould be from:
Wealth management firms, private banks, boutique advisory firms
Premium real estate or luxury automobile sales
High-end wellness/spa/salon services catering to elite clientele
Golf clubs, premium clubs, or luxury holiday memberships (e.g., Club Mahindra, RCI, etc.)
Art galleries, bespoke fashion, private concierge services
Skills & Traits
Exceptional communication, persuasion, and interpersonal skills
High emotional intelligence and discretion in client handling
A natural networker with strong local contacts and social presence
Entrepreneurial mindset with Strong follow-through and commitment to client satisfaction
Education
Graduate or Postgraduate in Business, Finance, Marketing, or related field
Certifications like NISM Mutual Fund/Investment Advisor (or willingness to pursue)
Why Join Aadi Wealth
Work directly with the founders and decision-makers
Build a curated, high-quality client portfolio with autonomy
Competitive compensation + performance-based incentives
A culture that values integrity, client-first approach, and entrepreneurial growth
Skills: hni,finance,wealth management
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