The role is with one of the leading AMC.
Designation: Business Development
Vertical: Customer Engagement Channel
Reporting to: Team Leader
Product: Mutual Fund product sales/wealth products (PMS/AIF, etc.)
Location: Vadodara, Surat, Rajkot, Ahmedabad
Responsibilities
- Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
- Acquire new clients through referrals, networking, and market engagement.
- Drive revenue growth by optimizing product mix and increasing client asset size.
- Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
- Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
- Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
Qualifications
- Education Qualification: Any Graduate / Post graduate (CA/ CFA/ MBA preferred)
- Experience: Minimum 3 year of core experience in Mutual Fund Sales / Wealth Products.
- Industry Experience - 6 to 10 years in BFSI
