Business Development Role - Investment Product (5-10 yrs)
- Develop and implement marketing materials together with the senior leadership team.
- Develop and sustain relationships with capital sources representing the firm across all its divisions.
- Proactive and agile in scouting leads, arranging meetings, preparing sales pitch/deck and presenting the same to the client
- Coordinate business development initiatives including - roadshows- (planning, coordination, and execution), Client meetings, on-site meetings, conference calls and investor events
- Maintaining and nurturing existing relationships by providing high level of service and satisfaction to clients.
- Maintain the prospect pipeline and relationship database
- Create excellent product portfolio to suite demand of the Investors which meets their expectation of risk and rewards and aggressively market the same
- Qualify prospective investors based on firm criteria, risk profile and investor goals
- Directly responsible for interacting and engaging with Clients on a regular basis and keeping them aware about performance reports, MIS etc
- To Oversee, track and document onboarding process for new investors and ensuring successful & hassle-free onboarding
- To be the single point of contact for client support and ensure highest level of client servicing by promptly responding and resolving clients- queries, if any
- Prepare internal sales reporting packages for senior management
- Responsible for individual revenue generation
- To work closely with the senior management and Research & Development team
- Keeps abreast with the emerging trends in the wealth management industry
- Conduct industry research and analysis of trends, themes and competitor activity
- Special projects as needed
- Seamlessly integrate within the vast existing network of the firm's connections.
Required skills & Experience :
- Strong understanding of the Capital Markets & knowledge of Mutual Funds, Insurance, Equity, Debt Markets
- Strong communication and inter-personal skills
- NISM certified Investment Advisor
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