Business Growth Investment Portfolio Specialist

3 days ago


Cochin, Kerala, India Pivot Human Capital Full time

Pivot Human Capital is seeking a Business Growth Investment Portfolio Specialist to join our team. As a Business Development Manager, you will play a key role in expanding our wealth management business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs). We estimate the salary for this position to be around ₹1,400,000 per annum, considering the location and industry standards.

**Company Overview:**
- Pivot Human Capital is a leading provider of wealth management and financial services
- We offer a range of investment products and services to help clients achieve their financial goals
- Our team of experts provides personalized financial advice and portfolio management services

**Job Description:**
- Manage relationships with channel partners to enhance business opportunities and drive growth
- Develop and maintain a network of MFDs to expand our reach and distribution capabilities
- Collaborate with channel partners and MFDs to identify and leverage growth opportunities in wealth management and financial services
- Provide ongoing financial advice on investment strategies, tax planning, and risk management
- Conduct financial assessments to evaluate client needs and recommend suitable financial solutions

**Required Skills and Qualifications:**
- MBA or Bachelor's degree in Finance, Economics, Business Administration, or related fields
- 5-8 years of experience in business development within AMC, financial services, including wealth management and managing investments
- Self-motivated and driven, with a passion for growing the business while helping clients achieve their financial goals
- Strong experience in managing distributor relationships and mutual fund distribution development is a plus
- Knowledge of financial markets, investment products, and wealth management principles
- Proficiency in financial tools, CRM systems, and MS Office suite

We offer a competitive salary, excellent career growth opportunities, and a collaborative work environment. If you are a results-driven professional with a passion for business development and wealth management, we encourage you to apply.



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