Manager - Business Development - HNI & UHNI - Bank

Roles and Responsibilities:

- Acquiring and Managing HNI and UHNI Clients:

- Identify, engage, and manage relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI).

- Develop personalized strategies to understand and fulfill the financial needs and objectives of clients.

- Provide comprehensive financial advice, investment solutions, and wealth management services tailored to individual client profiles.

Proactive Outreach and Engagement:

- Execute proactive outreach initiatives targeting specific client segments both digitally and through in-person interactions.

- Create and maintain strong networks within relevant communities to expand client base and enhance the brand's presence.

- Employ innovative methods to engage with potential clients and convert leads into long-term relationships.

Collaboration with Marketing Team:

- Collaborate closely with the marketing team to devise and implement client acquisition strategies across various channels.

- Provide valuable insights to optimize marketing campaigns and improve client acquisition efforts.

- Align marketing activities with the client acquisition goals and objectives.

Achievement of Growth Targets:

- Take ownership of growth targets and ensure they are met or exceeded.

- Develop and implement action plans to drive business growth and achieve set revenue objectives.

- Monitor performance metrics and adjust strategies as needed to achieve desired results.

Requirements:

Experience:

- Minimum of 4+ years of relevant experience in a similar role within the banking or fintech sector.

- Proven track record of successfully managing relationships with HNI/UHNI clients and delivering results.

Client Portfolio:

- Possess an existing portfolio of HNI/UHNI clients or demonstrated capability to attract and manage such clientele effectively.

Sales and Networking Skills:

- Strong sales acumen with a track record of meeting or exceeding sales targets.

- Exceptional networking abilities to build and sustain relationships with high-value clients.

Investment Product Knowledge:

- In-depth understanding of various investment products and financial services available in the Indian market.

- Ability to provide informed advice and solutions tailored to individual client needs.