10 Aug
|
RS WEALTH MANAGEMENT
|
Mumbai
10 Aug
RS WEALTH MANAGEMENT
Mumbai
Company Description RS Wealth Management Pvt. Ltd. is a Delhi-based financial services firm positioned as a one-stop financial supermarket, offering clients a wide range of investment options, products, and services. Incorporated in 2013, the company aims to be a highly respected and trustworthy financial organization globally.
RS Wealth Management is a member of NSE, BSE, and MCX, providing advanced trading platforms for equity, equity derivatives, commodity derivatives, and currency derivatives, along with mutual funds, insurance, digital signature certificates, and e-stamping. The firm serves a diversified client base including corporates, institutions, high net-worth individuals, NRIs, trusts, and retail clients. Its team consists of experienced financial professionals supported by continuous training and strong research capabilities, ensuring clients receive prompt, specialized, and well-informed services.
Role Description The Business Development Executive role is a full-time, on-site position based in Mumbai. The individual in this role will identify and pursue new business opportunities, generate leads, and build a robust pipeline of prospective clients across RS Wealth Management’s product and service offerings. Daily tasks include meeting potential and existing clients, understanding their financial needs, presenting suitable solutions, and managing relationships to drive revenue growth.
The role involves coordinating with internal teams to ensure smooth onboarding, maintaining accurate records of client interactions, and providing regular updates and reports on business development activities.
The Business Development
Executive will also monitor market trends and competitor activities to refine strategies and support the firm’s growth objectives.
Qualifications
Candidates should possess solid skills in New Business Development and Lead Generation, with the ability to build and maintain a healthy sales pipeline.
Candidates should possess solid Business and Account Management skills to understand client needs, manage portfolios, and ensure long-term relationships.
Candidates should possess excellent Communication skills, including clear verbal and written communication and effective presentation capabilities.
Relevant experience in financial services, wealth management, or capital markets is highly beneficial.
Strong analytical skills, comfort with data and financial products, and the ability to work towards targets in a fast-paced environment.
Bachelor’s degree in business, finance, economics, or a related field; advanced certifications in finance or sales are an advantage.
Proficiency with CRM tools and MS Office, along with a proactive, client-focused approach and high ethical standards.
📌 Sales Business Development (Mumbai)
🏢 RS WEALTH MANAGEMENT
📍 Mumbai