Industry:

Wealth Management / Mutual Fund Distribution / Financial Services

About the Role

We are looking for a energetic and growth-oriented individual with 13 years of experience in the wealth management or financial services industry. The role primarily focuses on client acquisition, relationship management, and business development along with understanding investment products and financial markets.

The ideal candidate should be comfortable with field activities, client meetings, and building long-term client relationships while contributing towards branch growth.

Key Responsibilities
Actively participate in client acquisition and business development activities
Generate and develop recent client relationships through references, networking, and field activities
Conduct client meetings, presentations, and investment discussions




Identify prospective clients and convert leads into long-term business relationships
Build and maintain robust relationships with existing and prospective clients
Understand client financial requirements and recommend suitable investment solutions
Conduct regular follow-ups and client servicing activities
Stay updated with financial markets, investment trends, and asset classes
Coordinate with operations and service teams for smooth onboarding and execution
Prepare reports, investment comparisons, and portfolio-related data using Excel
Support branch-level business growth initiatives and revenue generation activities

📌 Business Development And Sales Executive Pune (India)
🏢 BlueHat Synapse
📍 India