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