Strategic Business Development Manager

17 hours ago


Mumbai, Maharashtra, India Equirus Full time

We are seeking an experienced Strategic Business Development Manager to join our Wealth Management Team at Equirus.

Location: Ahmedabad, Chennai or Mumbai

About the Role:

We require a seasoned professional with 8-12 years of experience in Wealth Management to lead our business development efforts. The successful candidate will have strong leadership and team management skills, as well as excellent communication and presentation abilities.

Key Responsibilities:

  • Onboarding and Managing High Net Worth (HNW) and Ultra HNW Clients: Develop and maintain strong relationships with HNW and UHNW clients, providing personalized wealth management services to meet their unique needs.
  • Business Growth and Revenue Generation: Drive revenue growth by identifying new business opportunities, developing strategic partnerships, and executing sales strategies to achieve annual targets.
  • Product Knowledge and Advisory Services: Stay up-to-date on market trends and product offerings, providing expert advice to clients on investment opportunities that align with their risk appetite and financial goals.
  • Client Portfolio Review and Analysis: Regularly review client portfolios, identifying areas for optimization and making recommendations to improve overall performance.
  • Collaboration and Partnership: Work closely with Federal Bank and other channel partners to drive leads and AUM growth, ensuring seamless execution of business plans.
  • Compliance and Regulatory Standards: Ensure adherence to all regulatory, statutory, and corporate compliance standards, maintaining the highest level of integrity and professionalism.

Requirements:

  • Minimum 8-12 years of experience in Wealth Management
  • Strong leadership and team management skills
  • Excellent communication and presentation abilities
  • Sound understanding of Wealth Management Products and markets
  • Ability to work in partnership with Federal Bank and drive leads & AUM

Compensation Package:

The estimated salary for this role is ₹20 lakhs - ₹30 lakhs per annum, commensurate with experience and qualifications.



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