Business Development Manager HNI
Business Development Manager HNI
Posted on :
20-12-2024
Employer Active
1 Vacancy
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Job Description
We are seeking a highly motivated individual to build and manage relationships with highnetworth individuals (HNIs) and offer tailored financial solutions. The ideal candidate will have strong sales experience excellent interpersonal skills and indepth knowledge of wealth management products (Immigration Mutual Funds FDs etc)
Key Responsibilities:
- Develop and maintain longterm relationships with HNIs offering personalized financial solutions.
- Identify and acquire new HNI clients meeting or exceeding sales targets.
- Stay informed about market trends and recommend appropriate investment strategies to clients.
- Address client queries and ensure high levels of satisfaction and service.
- Maintain accurate client records and adhere to regulatory standards.
Required Skills & Qualifications:
- 35 years experience working in Real Estate Premium Automotive industry or in wealth management or financial services.
- Bachelors degree in Finance Business or a related field.
- Strong sales communication and relationshipbuilding skills. Familiarity with financial products and CRM tools.
- Selfmotivated clientfocused with a high level of integrity and confidentiality.
What you can expect in return:
- ESOPs based on performance
- Health insurance
- Statutory benefits like PF & Gratuity
- Remote work options
- Professional development opportunities
- Collaborative and inclusive work culture
Who we are
EduFund is an earlystage platform that helps Indian parents plan for their childs higher education in advance. Our product allows families to invest for education take education loans and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13 ) and Arindam Sengupta (Princeton 12 ).
EduFund team is filled with chai lovers problem solvers ridiculous jokes and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance Goldman Sachs CRISIL GradRight LeverageEdu HDFC and many others.
We have raised over $5M in funding from notable investors such as MassMutual Ventures Kunal Shah and DSP Investment Managers.
We are headquartered in Ahmedabad with teams in Mumbai and Pune.
Website
interpersonal skills,financial solutions,wealth management,sales,crm tools,relationship-building,hni,communication
Employment Type
Full Time
Key Skills
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