Investments & Partnerships Manager/Senior Manager/AVP

Position Opening:

Mumbai: 1

Bangalore: 1

We are hiring for our Investments & Partnerships team for candidates with five years of experience in Sales, Business Development or Relationship Management. Candidates from Wealth Management, Private Banking, Family Offices, Financial Advisory, Premium Banking, Insurance Wealth Distribution, or Investment Advisory preferred.

Key Responsibilities

• Identify and acquire new customers through existing HNI and affluent networks (B2C).
• Build relationships with HNIs, entrepreneurs, promoters, CXOs, family offices and business communities.
• Generate qualified leads through personal references, networking events and existing databases.
• Conduct meetings, product demonstrations and consultations with prospective clients.
• Develop relationships with Private Banks, Wealth Management Firms, Financial Advisors and Corporate Relationship Managers for referrals (B2B).
• Represent the firm at events, exhibitions and business forums.

Required Skills

• Excellent communication and presentation skills
• Knowledge of financial products for investments
• Strong networking ability
• Relationship management
• Prospecting and lead generation
• High level of professionalism and business etiquette

Qualifications

• Graduate in any discipline
• MBA preferred but not mandatory