Senior Business Growth Manager

4 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,16,00,000

Job Title: Market Lead/Sr. Market Lead

About the Role:

We are redefining private wealth for India's emerging high net worth individuals and seeking a dynamic, result-oriented market lead/senior market lead to spearhead business growth.

Key Responsibilities:

  • Understand clients' financial needs and risk appetite, recommending suitable financial products from our array of offerings.
  • Provide expert financial advice and implement personalized financial planning recommendations for high net worth clients.
  • Monitor financial market trends to ensure client plans remain responsive to changing market conditions.
  • Drive asset under management/book size growth through strategic planning and execution.
  • Achieve targets based on acquisition and revenue generation through investment products.
  • Offer tailored investment advice to clients, aligning with their needs and risk profile, as well as our house views on various products and asset classes.
  • Conduct thorough financial analyses of clients to analyze key parameters including risk profile, asset allocation, investment horizon, and liquidity needs.
  • Customize portfolio proposals for clients by allocating client funds into products across fund, equity, and other asset classes.
  • Actively review and monitor clients' assets under management, making timely buy/sell/hold calls triggered by clients' preferred allocations.
  • Focus on asset under management growth and revenue generation from relationships with Shriram Wealth Management.
  • Ensure compliance with regulatory requirements set out by relevant authorities.

Requirements:

  • Demonstrated strong client relationships with high net worth individuals.
  • Exceptional communication and interpersonal skills.
  • Ability to think strategically and act entrepreneurially.
  • High integrity and professionalism.
  • Passionate, ambitious, and perseverant, with a collaborative mindset.
  • Relationship management skills, with a team-oriented approach.

Company Overview:

We are at the forefront of reimagining private wealth for India's rising affluent community. We're passionate about delivering exceptional results and fostering long-lasting relationships.

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