
Wealth management and Business Development Manager
7 days ago
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.
Share your cv at
Job Type: Full-time
Pay: ₹300, ₹600,000.00 per year
Benefits:
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund
Experience:
- Business development: 2 years (Required)
- Insurance sales: 2 years (Required)
Work Location: In person
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