Business Development Specialist

Role & responsibilities

Identify, target, and acquire high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors for AIF, PMS, Mutual funds and other Investment products.

• Build and nurture long-term relationships with existing and potential clients, wealth managers, investment advisors, and distribution partners.
• Develop and execute a strategic plan to achieve sales targets across investment products.
• Keep abreast of market trends, competitor strategies, and regulatory changes to refine sales strategies and product offerings.
• Work closely with internal teams, including portfolio managers, investment research, and marketing, to align client solutions with business goals.

Preferred candidate profile

Masters degree in Finance, Business Administration, Economics, or a related field. MBA or CFA designation is preferred.

Experience:

• Minimum of 2-7 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management.

Skills:

• Strong understanding of financial markets, investment products, and portfolio management principles.

• Excellent communication, presentation, and negotiation skills.

• Proven ability to build and maintain long-term client relationships.

• Strategic thinking and analytical skills to assess market opportunities and client needs.

• High level of integrity, professionalism, and attention to detail.