to identify prospective clients, build strong relationships, and drive business growth for Broadwings.
Key ResponsibilitiesIdentify and generate
new client leads
through networking, referrals, digital channels and outreach.Connect with prospective
HNI/UHNI clients, entrepreneurs and families
to understand their financial needs.Conduct initial discussions and coordinate client meetings with the advisory team.Build and maintain
long-term client relationships
.Follow up consistently and manage the sales pipeline from lead generation to conversion.Achieve defined
lead, meeting and revenue targets
.Maintain accurate CRM/lead records and provide regular sales reports.Represent Broadwings professionally across client and networking interactions.
What We’re Looking For1–3 years of experience in
sales, business development, wealth management, financial services or relationship management
.Solid communication, networking and negotiation skills.Target-oriented and proactive approach.Ability to build trust and relationships with senior/high-value clients.Basic understanding of
investments and financial products
is preferred.Key Skills:
Client Acquisition | Business Development | Relationship Management | Lead Generation | Sales | Networking | Negotiation
📌 Client Acquisition & Sales Executive (Mumbai)
🏢 Broadwings Multi Family Office
📍 Mumbai
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