Executive-Business Development for Wealth Management Mumbai

Executive-Business Development for Wealth Management

Opening: 1 Nos.

Job ID: 124150

Employment Type: Full Time

Reference:

Work Experience: 1.0 Year(s) To 2.0 Year(s)

CTC Salary: 3.00 LPA TO 5.00 LPA

Function: Accounts / Finance / Tax / CS / Audit

Industry: Banking/Financial Services

Qualification: Any - Any Graduation

Location:

Posted On: 21st Jan, 2026

Job Description:

Department	Wealth Management
Position	Executive--Business Development
Primary reporting authority	Team Leader/Relationship Manager
Secondary reporting authority	Director
Required Qualification	I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter
Required Experience	Not less than 1-2 years (Age 24-30 Years)
Location	Mumbai
Required Minimum Computer Skills	Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills	MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities	Business Development and Relationship Management in Wealth Management. Actively pursue business development oppotunities and strive to achieve and surpass business development targets set by management. Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition. Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients. Be active in developing new business for Wealth Management Team. Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates. Maintaining a good rapport with new clients so as to get good business and more referrals from them. Giving solutions to clients for any financial need with regards to wealth management. Reaching out to prospective clients using web based search and self sourcing.

Key Skills :

Company Profile

They are a SEBI-registered Category I Merchant Banker providing comprehensive --- ---, including investment banking, corporate finance, and wealth management. With expertise in capital markets, stressed asset management, and advisory solutions, they support businesses in achieving sustainable growth. Their presence spans multiple cities across India, enabling them to serve clients with a strong local and national reach.

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Executive-Business Development for Wealth Management