Bdm-nri Wealth & Global Investments (Goregaon)

Bdm-nri Wealth & Global Investments (Goregaon)

25 Oct
|
Eduplex services private
|
Goregaon

25 Oct

Eduplex services private

Goregaon

Business Development Manager - NRI Wealth & Global Investments

Location : Goregaon East, Mumbai - 400063 Experience : 3-6 Years Salary : Up to ₹8 LPA Department : Business Development / Wealth Management / Sales

Job Overview

Key Responsibilities

- Acquire and manage NRI, HNI, and Ultra HNI clients for wealth and investment products.

- Drive business for:

- US/Global Stocks

- AIFs (Alternative Investment Funds)

- PMS (Portfolio Management Services)

- Advisory Portfolios

- Insurance Products

- NRI & FPI Investment Solutions

- Generate business through:

- Existing sales teams

- Business partners

- DSA/AP networks

- Direct client acquisition

- Develop and maintain strong relationships with NRI investors and business associates.

- Educate and train sales teams, channel partners, and associates on investment products and market opportunities.

- Promote and acquire clients for trading through GIFT City exchanges.

- Conduct seminars, investor meets, workshops, and business development activities.

- Achieve revenue, AUM, and client acquisition targets.

- Stay updated with market trends, global investment opportunities, and financial products.





- Provide customized investment solutions based on client requirements and financial goals.

- Strong experience in handling NRI clients and wealth management products.

- Good understanding of global markets, US equities, and investment advisory products.

- Experience in Banking, Financial Services, Broking Firms, Wealth Management, or AMC industry.

- Prior experience in GIFT City investments, NRI investments, or FPI accounts will be preferred.

- Ability to independently manage and grow a client portfolio/book size.

Qualifications :

- MBA in Finance / Marketing
- CFP / CFA preferred

Experience Required

- 3-6 years of experience in:

- Wealth Management

- Banking

- Broking

- Financial Services

- Asset Management Companies (AMC)

Key Skills

- NRI Client Handling
- Wealth Management
- Business Development
- Investment Advisory
- Global/US Stock Markets
- PMS & AIF Sales
- Relationship Management
- Financial Product Sales
- Communication & Presentation Skills
- Target Orientation
- Client Acquisition

Pay: Up to ₹815,000.00 per year

Advantages :

- Provident Fund

Work Location: In person

📌 Bdm-nri Wealth & Global Investments (Goregaon)
🏢 Eduplex services private
📍 Goregaon

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