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Business Development Manager (Wealth Sales & NRI Clients Acquisition)

Business Development Manager (Wealth Sales & NRI Clients Acquisition)

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Bonanza Portfolio

2 - 7 years

4 - 6 Lacs

mumbai new delhi goregaon

Posted:7 hours ago| Platform:

Apply

Skills Required

wealth management hni sales gift city nri sales b2c portfolio management services mutual funds sales aif ifsc

Work Mode

Work from Office

Job Type

Full Time

Job Description

Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel.
Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges.
To conduct and assist in organizing seminars, workshops and other business development activities.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment.
Key products to be handled are US/Global stocks, advisory portfolio, AIF’s, Insurance, NRI investments and FPI’s.

Qualification:

CFP / CFA / MBA in Finance / Marketing

Experience:

3+ year experience in Banking/financial services/ Broking Company and AMC’s

Key Skills:

Should be an individual performer
Handling a reasonable book size
Pleasant personality and good communication skills.
Candidates having experience of dealing with NRI’s and working in GIFT city would be preferred.

Functional Area:

Marketing

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Business Development Manager (Wealth Sales & NRI Clients Acquisition)