Sugee - Business Development Role - Wealth/AIF

Primary Purpose: Responsible for building and maintaining strong client relationships, understanding their financial goals through the channel patterns and recommending company's AIF product as their financial objective options.

Key Relationships:

- Should have experience in working in banks/financial institution/fund house/Accounting firms on the leading new HNI Client's acquisition and nurturing existing HNI clients.

- Knowledge of conducting analysis and review of client's portfolio and matching with their needs to AIF.

- Generating revenue as per company's benchmarked target while identifying customer's need and giving solution.

- Develop and nurture strong relationship with HNI for understanding their investment objectives, risk tolerance and overall financial solution, through the various institutes.

- Provide comprehensive advice on portfolio construction, and asset allocation tailor AIF solutions that align their investment objectives.

- Actively promote AIF products to potential clients and channel partners and articulate the unique value propositions of these investment vehicles.

- Should understand financial markets, investment strategies and regulatory frameworks governing AIFs.

Qualification/Experience:

- Post graduate degree in Marketing would be added preference

- 8 to 10 years of overall sector experience with at least 3 - 5 years proven experience in wealth management selling financial and AIF products

- Strong knowledge of AIF products and the ability to communicate complex financial concepts to clients.

- Excellent interpersonal and communication skills.

- Ability to work collaboratively in a team- oriented environment.

- Demonstrated track record of meeting sales targets and building a successful client portfolio and developing channel management.

- Flexibility to travel and attend meetings

Remuneration: Best in the industry for right candidate.