Wealth Management Business Development Manager

2 days ago


Cochin, Kerala, India Pivot Human Capital Full time

Pivot Human Capital is seeking a highly motivated Business Development Manager to expand our wealth management business in financial services. The successful candidate will play a key role in managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) to drive business growth. We estimate the salary for this position to be around ₹1,200,000 per annum, considering the location and industry standards.

**Job Description:**
- Build strong relationships with clients to understand their financial goals and provide tailored solutions
- Develop and manage relationships with channel partners to enhance business opportunities and drive growth
- Create, develop, and nurture your own 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
- Regularly monitor and review client portfolios, making adjustments based on market conditions and changing client needs

**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
- Excellent relationship-building skills, with strong communication and problem-solving abilities

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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