Senior Wealth Manager/Business Development Manager
Senior Wealth Manager/Business Development Manager
22
Mumbai, Maharashtra, India
Job Views:
Created Date: 2026-08-03
End Date:
Salary: 1400000
Industry: Others
Openings: 1
Primary Responsibilities :
• Iden%fy and pursue new business opportuni%es to acquire HNIs, family offices, and
ins%tu%onal clients for PMS offerings.
• U%lize personal networks, industry contacts, referrals, and lead genera%on techniques to
secure prospec%ve clients.
• AGend industry events, conferences, and networking forums to promote PMS services and
build a client pipeline.
• Develop and execute strategic sales plans to meet individual and team sales targets.
• Iden%fy market segments and client demographics most likely to benefit from PMS offerings.
• Maintain and enhance long-term rela%onships with clients to generate repeat business and
referrals.
• Provide ongoing service and support to ensure client sa%sfac%on, addressing any concerns or
ques%ons about porLolio performance and market changes.
• Keep clients updated on porLolio performance, market developments, and any strategic
changes recommended by the PMS team.
• Develop customized sales pitches that communicate the value of PMS offerings based on the
financial goals and risk profiles of poten%al clients.
• Prepare and deliver presenta%ons, sales proposals, and porLolio performance reports to
prospec%ve and exis%ng clients.
Experience Requirements:
Work closely with the porLolio management team to understand the investment strategies
and performance of various porLolios.
• Encourage exis%ng clients to increase their investment in PMS based on porLolio
performance and market opportuni%es.
• Stay updated on financial markets, economic condi%ons, and regulatory changes that may
impact clients' porLolios or investment decisions.
• Monitor compe%tor offerings and market trends to differen%ate PMS services and improve
sales techniques.
• Ensure all sales ac%vi%es comply with industry regula%ons and internal policies.
• Maintain thorough documenta%on of client interac%ons, agreements, and communica%ons
in line with legal and regulatory requirements.
• Track and report on sales performance, pipeline ac%vity, and market feedback to senior
management.
What we want from you:
• Graduate with 3+ Years of experience in Banking/AIF/PMS products.
• A professional with a posi%ve work ethic, results-driven, highly collabora%ve and has
driven to build a business and be a part of an emerging start-up
Skills
• Good communica%on skills.
• Strong decision-making ability.
• Should be a team player.
