The candidate will be responsible for driving business growth, developing client relationships, identifying new opportunities and supporting the firms strategic expansion.

The role involves a combination of financial analysis, business development, sales and client relationship management.

Job Profile

- Analyse companies, financial statements, industries and business models for decision-making.
- Identify and approach potential clients through various channels.
- Develop and maintain relationships with promoters, CXOs, investors and key stakeholders.
- Understand client requirements and offer suitable financial/advisory solutions.
- Conduct client meetings, presentations, product/service demonstrations and follow-ups.
- Generate new business opportunities and contribute towards revenue growth.
- Coordinate with Analysts and Management for client proposals, presentations and financial analysis.
- Develop and execute business development and sales strategies.
- Negotiate and assist in converting prospects into clients.
- Maintain records of client interactions, opportunities and closures.

Required Skills & Qualifications





- Qualified Chartered Accountant (CA) with minimum 2 years of experience.
- Experience in Business Development, Sales, Client Acquisition or Relationship Management will be preferred.
- Experience in Investment Banking / Merchant Banking.
- Experience in AIFs.
- Experience in Banking Credit / Banking.
- Experience in Wealth Management.
- Experience in Brokerage / Stock Broking.
- Experience in PMS.
- Experience in Mutual Funds / Asset Management.
- Solid understanding of financial statements and financial products.
- Excellent communication, presentation, negotiation and interpersonal skills.
- Strong analytical and client relationship management skills.
- Proficiency in MS Excel and PowerPoint.
- CS, CFA or LLB Degree will be an added advantage.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Assistant Vice President ? Strategy & Business Development (Mumbai)
🏢 Financial Mindss
📍 Mumbai