Key Player in Client Growth

1 week ago

Vijayawada, Andhra Pradesh, India beBeeDevelopment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Summary

  • We are seeking a seasoned Business Development Manager to spearhead our client acquisition efforts.

 

Description

This is an exceptional opportunity for a results-driven professional to join our team and take charge of business development, leveraging their expertise in wealth management, PMS/AIF advisory, or private banking.

 

The ideal candidate will possess a strong academic background from premier institutions and be willing to obtain the NISM Series XXI-B (Portfolio Managers) certification. They should have demonstrated success managing HNI/UHNI relationships, particularly with younger or tech-savvy clients.

 

Responsibilities:

  1. Leverage AI-powered tools and CRM software to enhance client engagement and drive sales growth.
  2. Own the end-to-end client journey, ensuring seamless onboarding, portfolio discussions, and relationship building.
  3. Communicate investment strategies effectively, focusing on our hyper-personalization, goal-focused, and quant & AI-driven approach.
  4. Collect structured client feedback and collaborate with cross-functional teams to influence product direction.

 

Preferred Qualifications

  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking.
  • Strong network and relationships with HNI/UHNI clients.
  • Ambitious mindset with a focus on AI-native productivity and end-to-end ownership.

 

Culture at Our Organization

  • Fulfillment through excellence: We strive for outstanding results in our work.
  • Talent density: We prioritize exceptional talent over average performers.
  • Relentless innovation: We embrace first principles thinking, multidisciplinary ingenuity, resourcefulness, and grit.
  • The fast and curious: We focus on speed and continuous improvement over perfection.
  • Radical candor: We prioritize kindness and honesty in communication.
  • Truth alone triumphs: We make decisions based on facts and avoid vanity metrics.
  • Pride in craftsmanship: We value high-quality work that contributes to personal growth.
  • Fewer rules rule: We thrive in a culture of freedom, self-motivation, and accountability.

 

How to Apply

Interested candidates should submit their resume directly to us via email.

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