09 Aug
|
Anand Wealth Partners
|
Noida
09 Aug
Anand Wealth Partners
Noida
Company Description Anand Wealth Partners is a financial services firm with over a decade of experience in financial markets and investment products, with a focus on bonds and unlisted shares. The firm provides expert guidance by offering access to carefully evaluated investment opportunities, often through SEBI-registered intermediaries where applicable.
Anand Wealth
Partners emphasizes transparency, client education, and a research-driven approach to help clients navigate evolving market conditions. The team is committed to empowering investors with the knowledge and confidence needed for long-term financial success, while maintaining clear communication around market risks and the importance of aligning investments with individual goals and risk appetite.
Role Description The Business Development Manager will be responsible for identifying, developing, and managing client relationships, with a focus on investors interested in bonds and unlisted shares. This full-time, on-site role in Noida includes prospecting recent clients, conducting meetings and presentations, and explaining investment products in a clear and compliant manner.
The role involves collaborating with internal research and advisory teams to align client needs with suitable opportunities,
tracking leads and conversion metrics, and contributing to business growth strategies.
The Business Development
Manager will also support client education initiatives, maintain accurate documentation, and ensure adherence to regulatory and internal compliance standards.
Qualifications
- Strong skills in business development, client acquisition, and relationship management within financial services.
- Knowledge of financial markets, bonds, and alternative investments such as unlisted shares, with the ability to explain risk and return clearly.
- Proficiency in communication, presentation, and negotiation, with the ability to engage a diverse investor base.
- Ability to work with research-driven insights, interpret market data, and collaborate effectively with internal teams.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., NISM, CFA, CFP) are an advantage.
- Demonstrated ethical judgment, attention to detail, and commitment to regulatory and compliance requirements.
- Comfort working in an on-site environment in trand meeting performance and growth targets.
📌 Business Development Manager (Noida)
🏢 Anand Wealth Partners
📍 Noida