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Z-1664 | Wealth Manager


Industry : Investment/Wealth

Sub Department : General - Wealth Management

Department : Wealth Management

: Marol Bazar

: Mumbai

: India

: 3.5 - 4.5 p.a (INR Lacs)

: 2 - 3 Year

Job Preference :

Job Location: Goregaon East

Job Description :

We are looking for a dynamic and results-driven Business Development Executive to

join our team. The ideal candidate will play a crucial role in expanding our client base,

building strategic relationships, and driving the growth of our mutual fund distribution

business.


Key Responsibilities:

Client Acquisition and Relationship Building: ? Identify and acquire new clients for mutual fund investments. ? Build and maintain strong, long-term relationships with individual and high-networth investors. ? Provide customized investment solutions based on client needs and financial goals.


Sales and Revenue Growth: ? Achieve assigned sales targets and contribute to the growth objectives of the company. ? Develop and implement strategic plans to enhance mutual fund distribution. ? Conduct regular reviews of client portfolios and recommend suitable investment options.



Qualification :

24, 48

Skills :

Qualifications and Skills:
* Bachelor's degree in Business Administration, Finance, or a related field.
* Proven experience in business development, sales, or client relationship
management, ideally within the mutual fund or financial services industry.
* Strong understanding of mutual fund products, financial markets, and
investment principles.
* Excellent communication, negotiation, and interpersonal skills.
Benefits:
* Competitive salary along with performance-based incentives.
* Opportunities for professional development and access to training programs.


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