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Business Development Manager - PMS

Jaipur
Mumbai
Full-Time
Senior: 7 to 10 years
10L - 15L (Per Year)
Posted on Nov 27 2024

About the Job

Skills

Portfolio sales
Financial Analysis
Investment Management
Risk Assessment
Portfolio Optimization
Market Research

Hem Securities Ltd. is India’s only prominent leader for all financial services including Merchant Banking, Investment Banking, Angel Investing, Private Equity, M&A, and Wealth Management & PMS Services. With more than 40 years of relentless excellence in serving to the customers, not only it is one of the best Stock Brokerage Firms in India but also an Award-winning Investment Banker in SME segment, Leading IPO & Mutual Funds Distributor in the country. HSL is having its presence in more than 20 states making it among the leading stock brokers and depository participants in India.

https://www.hemsecurities.com/

We are seeking a highly motivated and experienced Business Development Manager to join our team and drive the portfolio management services The successful candidate will be responsible for identifying new business opportunities, developing client relationships, and ensuring the delivery of tailored financial solutions to meet the sophisticated needs of our HNI clientele.

 

Key Responsibilities:

·       Identify and pursue new business opportunities

·       Represent the company at industry events, conferences, and seminars to enhance brand visibility and attract potential clients.

·       Build a network of industry contacts and leverage these relationships to generate business leads.

·       Develop and maintain strong relationships with existing HNI clients to ensure high levels of client satisfaction and retention.

·       Conduct regular meetings with clients to understand their financial goals and offer appropriate investment solutions.

·       Develop and execute business development strategies to achieve revenue and growth targets.

·       Create and present comprehensive business plans and proposals to prospective clients.

·       Collaborate with internal teams to ensure seamless delivery of services and implementation of client strategies.

Education:

·       Master’s degree in Finance, Business Administration, Economics, or a related field. MBA or CFA designation is preferred.

Experience:

·       Minimum of 7-8 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management.

Skills:

·       Strong understanding of financial markets, investment products, and portfolio management principles.

·       Excellent communication, presentation, and negotiation skills.

·       Proven ability to build and maintain long-term client relationships.

·       Strategic thinking and analytical skills to assess market opportunities and client needs.

·       High level of integrity, professionalism, and attention to detail.

About the company

Hem Securities Ltd. is a group of companies that provides financial services to users and clients. It was founded in 1981 by Hem Chand Jain. 35 years of relentless excellence in serving to the customers. Award winning Investment Banker in SME segment 2014, 2015 and 2016. Leading IPO & Mutual Funds Distributor in the country. It is one of the best Stock Brokerage Firms in India. Presence in more th ...Show More

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Jaipur, Rajasthan

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