Role Overview:

As a Business Development Manager - Wealth, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI/ B2C)) clients & B2B clients like other broking firms, distributors & tie-up with banks. The role demands a deep understanding of investment products, relationship management, and financial planning.

You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions.

Key Responsibilities:

Acquire recent HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. Maintain and grow Assets Under Management (AUM)



and ensure high client retention through superior service and engagement. Stay updated with market trends, economic updates, and investment prospects. Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

Qualifications & Skills:

Graduate/Postgraduate in Finance, Business, Economics or related fields. Certifications like CFP, NISM, NCFM, CFA (preferred). Minimum 3 years of relevant experience in wealth management, private banking, or investment advisory. Solid understanding of financial markets, investment products, and portfolio management. Proven track record in client acquisition and relationship management. Excellent communication, interpersonal, and negotiation skills. Self-driven, target-oriented, and ethical.

📌 Business Development Manager Wealth Global Financial Institution Mumbai
🏢 RiverForest Connections Private
📍 Mumbai