Scope of the Role
As a Business Developement Manager you will be responsible for identifying and acquiring the affluent customers and institutional clients, offering best products and services, developing and maintain relationship with the clients, being updated about the market trends and wealth products, regulatory changes, competitive landscapes.
Job Description
1) Identifying potential HNW individuals and institutional qualified clients who could benefit from the firm's wealth management services. 2) Understand the needs and goals of each prospect and provide a tailor made solutions to the clients. 3) Establish and maintain strong, trust based relationship with new qualified clients. 3) Ability to analyse market data, client goals and competitive landscape to inform strategic decisions. 4)Track and report on the KPIs related to client acquisition, new qualified clients, AUM growth and conversion.
Ideal Candidates
Looking for candidates with good communication skills, having strong knowledge in wealth products, having at least 5 years experience in handling affluent clients can be an ideal fitment for the role.