69

JOB VIEWS

43

APPLICATIONS

0

RECRUITER ACTIONS

See how you stand against competition

Pro

View Insights

Job Code

1520608

Property Share - Business Development Role

3 - 10 Years.Bangalore
Posted 4 weeks ago
Posted 4 weeks ago
Visit Company Profile

Business Development


Job Description:


- Although the role pertains to Investor Relations this would be more into sales , business development and client relations.


- With a focus on integrity, transparency, and discipline, We are redefining investment for a broader audience.

Responsibilities:

- Deliver expert investment advice to prospective clients and drive capital.

- Develop a thorough understanding of the products and cultivate enduring, relationship with investors.

- Proactively manage both existing and new leads, ensuring consistent communication and pipeline development.

- Collaborate with stakeholders to provide a seamless, high-quality client experience beyond the initial engagement.

- Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.

- Monitor market trends and investment opportunities to provide clients with timely and relevant insights.

- Ensure compliance with all regulatory and organizational standards in managing client portfolios.

- Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.

- 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.

- NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.

- Proven expertise in building relationships and driving growth.

Didn’t find the job appropriate? Report this Job

69

JOB VIEWS

43

APPLICATIONS

0

RECRUITER ACTIONS

See how you stand against competition

Pro

View Insights

Job Code

1520608

sponser_banner0

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download