Relationship Manager - Wealth Management - Bank (5-10 Yrs) Mumbai (BFSI Sales) by COE SOLUTION

Updazz.com (July-2017 से पंजीकृत) ने 13 दिन पहले इस नौकरी को पोस्ट किया था

Job Title: Relationship Manager / Business Development Manager - Financial SalesLocation : Mumbai Experience : 3-5 YearsAbout the Role :We are looking for a dynamic and result-oriented professional to drive business growth in the financial services domain. The role involves building strong relationships with key stakeholders such as Family Offices, Wealth Managers, Private Equity firms, and Investment Advisors, while also expanding the client base through strategic lead generation initiatives.Key Responsibilities :- Identify, engage, and acquire new clients including Family Offices, Wealth Managers, Private Equity firms, and Investment Advisors.- Generate leads through strategic partnerships with intermediaries such as CPAs, law firms, and other service providers.- Build, manage, and grow long-term client relationships to drive repeat business and referrals.- Own and achieve monthly sales targets across financial products and services.- Develop and execute annual business plans, budgets, and growth strategies.- Continuously engage with clients to understand their needs and provide tailored financial solutions.- Track market trends and competitor activities, providing actionable insights to internal teams.- Collaborate with product teams to enhance offerings and create differentiated solutions.Key Requirements : - 3-5 years of experience in financial sales, wealth management, or related domains.- Postgraduate degree in Finance or related field.- Strong understanding of financial products, markets, and regulatory environments across jurisdictions.- Proven track record of achieving sales targets and driving business growth.- Excellent communication, negotiation, and relationship management skills.- Self-motivated, proactive, and capable of working in a fast-paced environment.- Strong interpersonal skills with the ability to engage effectively with senior stakeholders.Preferred Skills- Existing network within Family Offices, Wealth Management firms, or Investment Advisory ecosystem.- Ability to structure customized financial solutions for clients. (ref:updazz.com)

Payroll Type : Permanent