Department Wealth Management Position Executive Business Development Primary reporting authority Team Leader Relationship Manager Secondary reporting authority Director Required Qualification I - MBA Finance Marketing II - M Com B Com BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years Age 24-30 Years Location Mumbai Required Minimum Computer Skills Microsoft Office applications Word Excel Powerpoint Outlook Beneficial Computer Skills MF Utility Software Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities Business Development and Relationship Management in Wealth Management Actively pursue business development oppotunities and strive to achieve and surpass business development targets set by management Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition Would have to contribute to the existing AUM by acquiring new HNI Ultra HNI and Corporate Clients Be active in developing new business for Wealth Management Team Would have to distribute Mutual Funds and other Financial products to HNI Ultra HNI and Corporates Maintaining a good rapport with recent clients so as to get good business and more referrals from them Giving solutions to clients for any financial need with regards to wealth management Reaching out to prospective clients using web based search and self sourcing

📌 Executive-business Development For Wealth Management (Mumbai)
🏢 RECEX
📍 Mumbai