High Net Worth Business Development Professional

6 days ago

Chennai Bengaluru Bangalore Gurgaon Gurugram, India beBeeClient Full time ₹ 8,00,000 - ₹ 12,00,000

Job Title: Business Development Leader

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  • The Business Development Leader is responsible for driving the acquisition of High Net Worth (HNW) and Ultra High Net Worth (UHNW) relationships. This involves managing a team of 8-10 Relationship Managers.
  • Key responsibilities include establishing strong ties with HNI/UHNI clients by designing and implementing their financial plans, ensuring they receive and execute on the right advice.
  • Leadership skills are essential to manage the team, coordinate with teams for acquiring HNI/UHNI clients (Affluent & Super Affluent).
  • Maintaining client relationships and generating Assets Under Management (AUM) from preferred clients.
  • Supporting team members in advising Affluent clients on investments and managing their overall financial portfolio, deepening the wallet from existing clients.
  • Assisting the team in tracking the Affluent & Super Affluent Client segment in the market for new client acquisition.
  • Conducting research and investigations to update the team on available investment opportunities/financial market trends determining whether they fit into clients' portfolios.
  • Coordinating with product and research teams for taking investment decisions for clients.
  • Organizing seminars, workshops, and other business development activities.

Requirements:

  • Strong leadership and communication skills.
  • Ability to manage multiple relationships simultaneously.
  • Strategic thinking and problem-solving skills.
  • Knowledge of financial markets and products.
  • Collaboration and team management skills.
  • Financial planning and wealth management expertise.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Others:

  • Professional certification in financial services an advantage.
  • Familiarity with industry software and technology platforms a plus.

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