Senior Business Developer

2 weeks ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Opportunity

You will be responsible for driving business growth and ensuring a seamless client onboarding process. This is a high-ownership, front-line role where you will directly engage with clients, understand their complex financial needs, and position integrated solutions to build long-term trust and partnerships.

Key Responsibilities

  • Business Development: Drive the end-to-end onboarding process of ultra-high net worth individuals and family office clients, showcasing wealth management and multi-family office expertise.
  • Relationship Building: Engage with promoters, entrepreneurs, and family business leaders to understand their legacy planning, governance, and wealth management requirements.
  • Sales Leadership: Build and manage your own business development pipeline. Develop and execute strategies to convert prospects into long-term relationships.
  • Cross-Functional Collaboration: Coordinate with investment, tax, compliance, and advisory teams to ensure smooth onboarding and timely execution of client mandates.
  • Market & Client Insights: Stay updated on wealth management trends, regulatory changes, and family office best practices to effectively address client needs.
  • Performance Reporting: Track and report progress on acquisition targets, conversion rates, and onboarding effectiveness to senior leadership.

Candidate Profile

  • Experience: Minimum 8 to 10 years in sales/business development in wealth management or family office environments. Proven experience in family office client acquisition is mandatory.
  • Education qualifications: MBA / CA
  • Go-Getter Attitude: Highly driven, target-oriented, and comfortable with building pipelines independently.
  • Domain Knowledge: Strong understanding of wealth management products, estate/tax planning, succession, and family office governance.
  • Client-Centric: Exceptional ability to build trust-based relationships with ultra-high net worth families and entrepreneurs.
  • Sales Acumen: Track record of closing high-value mandates in the wealth management/family office space.
  • Communication Skills: Excellent presentation, negotiation, and interpersonal skills.

Benefits

  • Competitive salary with performance-based incentives
  • Leadership role heading Business Development/Sales team
  • Opportunity to be part of top-level management
  • Professional development and learning opportunities
  • Direct exposure to ultra-high net worth clients and family offices

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