Business Development Manager – Wealth Management

7 hours ago

Ghaziabad, Uttar Pradesh, India HENOX CAPITAL Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About Us

HENOX Capital and Finserv Pvt Ltd. is a trusted financial services firm offering mutual funds, bonds, PMS, AIF, insurance, and loan distribution. Our mission is to deliver integrated wealth solutions that help individuals and businesses achieve long-term financial well-being.

Key Responsibilities

  • Acquire and manage High Net-Worth (HNI) and affluent clients for their wealth management and investment needs.
  • Provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other financial products.
  • Generate new business through referrals, networking, and digital channels.
  • Conduct portfolio reviews and recommend rebalancing or new opportunities.
  • Cross-sell relevant products aligned with client goals and risk profile.
  • Maintain long-term client relationships with consistent service and engagement.
  • Collaborate with product and operations teams for smooth execution.
  • Achieve monthly sales and revenue targets in line with company objectives.

Desired Candidate Profile

  • Bachelor's degree in Finance, Commerce, or Economics (MBA/CFP/NISM preferred).
  • Strong knowledge of mutual funds, PMS, AIFs, bonds, and insurance products.
  • Proven track record in managing HNI/retail client relationships.
  • Excellent communication, interpersonal, and client-handling skills.
  • Self-driven, target-oriented, and ethical in approach.

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Henox Capital is an equal opportunity employer.

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