Talent.com
Riverforest Connections Private Limited
Business Development Manager Wealth (Global Financial Institution)Riverforest Connections Private Limited • Mumbai, Maharashtra, India
Business Development Manager Wealth (Global Financial Institution)

Business Development Manager Wealth (Global Financial Institution)

Riverforest Connections Private Limited • Mumbai, Maharashtra, India
30+ days ago
Job description

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 new 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 opportunities.
  • 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.
  • Strong 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.

Required Skills:

Wealth ManagementHNI client handlingregular portfolioMutual FundsequityPMSInsurance


Employment Type : Full Time
Experience: years
Vacancy: 1
Create a job alert for this search

Business Development Manager Wealth (Global Financial Institution) • Mumbai, Maharashtra, India

Similar jobs

Business Development Manager - Partnerships

LoyyalNavi Mumbai, Maharashtra, India

Loyyal builds enterprise loyalty and rewards infrastructure for some of the world's leading banks, airlines, retailers, and government programs.We are hiring a Business Development Executive - Part... Show more

 • Promoted

Business Development Manager - Direct Sales

LoyyalNavi Mumbai, Maharashtra, India

Company Description Loyyal is a leader in loyalty innovation, offering an Enterprise SaaS Suite powered by patented blockchain technology.The company focuses on transforming loyalty programs by in... Show more

 • Promoted

Business Development Manager

TECEZEMumbai, Maharashtra, India

Job Description Job Description: Business Development Manager – Cloud & DevOps, AI, & Application Modernization Practice \n Company: Teceze Ltd \n Position: Business Development Manager (BDM) \n P... Show more

 • Promoted

Business Development Manager

OCS IndiaMumbai, Maharashtra, India

About OCS Group India OCS Group is a globally recognized leader in Integrated Facilities Services (IFM) with over 120 years of expertise, delivering innovative, technology-led, and sustainable w... Show more

 • Promoted

Senior Business Development Manager

Sorted BrandingMumbai, Maharashtra, India

We’re Hiring — Senior Business Development Manager / Closer Mumbai (Hybrid) Sorted Branding is looking for a senior-level business development professional who can independently handle discovery ca... Show more

 • Promoted

Business Development Manager- North America Market

Namasys AnalyticsMumbai, Maharashtra, India

Business Development Manager – North America Market  Work Mode: 100% Remote Market Focus: US & Canada Domain: Data Analytics & AI Services Experience: 5 to 7 years Location : Open to candidates b... Show more

 • Promoted

Business Development Manager

AsmitA Organic FarmsMumbai, Maharashtra, India

Location : Mira Road (5 mins walk from Station) Working Hours : 10:00 AM 6:00 PM Working Days : 6 days Website : Job Summary We are seeking a dynamic and result-oriented Business Deve... Show more

 • Promoted

Business Development Manager

Spectrum Networks - IndiaMumbai, Maharashtra, India

Job Description We are looking for Senior Sales Manager.Number of Position: Mumbai 1, Bangalore 1 (Total 2) \n Location: Mumbai Position, Work from Office, Office Location Wagale Estate, Thane Wes... Show more

 • Promoted

Business Development Manager

Urbane SystemsNavi Mumbai, Maharashtra, India

Roles and Responsibilities : Develop and execute business development strategies to drive revenue growth through client acquisition, retention, and upselling/cross-selling opportunities.Identify ne... Show more

 • Promoted

Business Development Manager

LIXILMumbai, Maharashtra, India

About the Role In Business Development, you will drive lead generation and ensure leads are closed in a timely and effective manner.Delivers market product penetration and promotion to drive archi... Show more

 • Promoted

Business Development Manager

SAB MarcomMumbai, Maharashtra, India

Company Description SAB Marcom specializes in creating unique, relevant, and authentic brand experiences for organizations.By blending traditional and innovative strategies, SAB Marcom identifies u... Show more

 • Promoted

Business Development Manager

MITCON Consultancy and Engineering Services LtdMumbai, Maharashtra, India

Job Location: Mumbai And Ahmedabad Required Qualifications: MBA/PGDM Marketing Experience Require d: 2 to 5 years Sales/Business Development Essential Skill s: Communication skills with pleasi... Show more

 • Promoted

Business Development Manager - India

EC MarketsMumbai, Maharashtra, India

About the job EC Markets is expanding its presence across India and is looking for a driven, well-connected Business Development Manager to lead partner and client acquisition in the region.This i... Show more

 • Promoted

Business Development Manager

DEONICS TECHNOLOGIES PRIVATE LIMITEDNavi Mumbai, Maharashtra, India

Company Description DEONICS TECHNOLOGIES PRIVATE LIMITED provides a broad range of technology services that help businesses manage and optimize their IT infrastructure.The company’s offerings incl... Show more

 • Promoted

Senior Business Development & Portfolio Manager

Chemill Pharma Ltd.Mumbai, Maharashtra, India

Job Description About the Role: \n We are seeking a highly experienced and dynamic Senior Business Development & Portfolio Manager to lead and expand our finished formulations portfolio and drive ... Show more

 • Promoted

Business Development Manager

NxtWaveMumbai, Maharashtra, India

Business Development Manager About the Role NxtWave is seeking a professional and execution-focused Business Development Manager (BDM) to manage and coordinate relationships with Admission Consul... Show more

 • Promoted

Business Development Manager

JainamMumbai, Maharashtra, India

About the Company Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India.With a strong foundation... Show more

 • Promoted

Senior Business Development Manager

TalentBridgeMumbai, Maharashtra, India

Job Description Job Title: Sales Manager \n Location: Mahape, Navi Mumbai \n Work Mode: Hybrid \n Salary: upto 24 LPA \n We're looking for an experienced Sales Manager with a strong background in ... Show more

 • Promoted

Business Development Manager

Areopagus Health & Wellness CenterMumbai, Maharashtra, India

Job Description Job Title: Business Development Manager (BDM) \n About Us: \n Areopagus Health & Wellness Center is a premium wellness and spa center focused on delivering high-quality therapeutic... Show more

 • Promoted

Business Development Manager

Simple Logic IT Private LimitedMumbai, Maharashtra, India

We’re Hiring: Sales Executive/Business Development Manager – AI & Cloud Services Are you a driven sales professional with a passion for cutting-edge technology? We’re looking for a dynamic Sales E... Show more