Business Development Executive

Role: Wealth Advisor

Key Responsibilities:

• Manage and grow relationships with HNI/Affluent clients.
• Understand client financial goals and provide investment solutions.
• Advise on mutual funds, equities, insurance, bonds, and wealth products.
• Conduct portfolio reviews and recommend investment strategies.
• Acquire new clients and increase Assets Under Management (AUM).
• Ensure compliance with regulatory and company policies.

Requirements:

• Graduate in Finance, Commerce, Business, or related field.
• 25 years of experience in Wealth Management, Financial Advisory, or Banking.
• Strong knowledge of investment products and financial markets.
• Excellent communication, relationship management, and sales skills.

KPIs:

• AUM growth
• Revenue generation
• Client acquisition and retention
• Cross-selling of wealth products