Wealth Manager - Corporate Sales

Job description:

Key Responsibilities:

* Proactively identify, prospect, and generate new business opportunities within the corporate sector through networking, referrals, market intelligence, and strategic outreach.

* Acquire and grow corporate relationships to increase Assets Under Management and achieve business targets.

* Build, manage, and strengthen long-term relationships with corporate clients, including businesses, institutions, trusts, foundations, and other organizations.

* Identify opportunities within existing corporate relationships and develop strategies to expand wallet share.

* Conduct meetings with key decision-makers to understand investment objectives and liquidity management requirements.

* Recommend suitable mutual fund products and investment solutions in line with clients’ financial objectives, investment policies, and applicable guidelines.

* Develop and maintain a strong pipeline of corporate prospects and actively convert leads into investment relationships.

* Deliver exceptional client service while ensuring compliance with regulatory requirements, MUFAP guidelines, and internal policies.

* Stay informed about market developments, economic trends, regulatory updates, and mutual fund products to provide relevant investment insights.

* Collaborate with internal teams to ensure seamless onboarding, servicing, and retention of corporate clients.

Requirements:

* Bachelor’s Degree in Business Administration, Finance, Economics, Marketing, or any other relevant discipline.

* 2-4 years of Experience in Corporate Sales, Corporate Banking, Treasury Sales, Mutual Funds, Asset Management, Wealth Management, Investments, or Financial Services.

* Strong business development, client acquisition, and corporate relationship management skills.

* Proven ability to generate leads and acquire new corporate clients.

* Understanding of investment products, capital markets, and corporate investment requirements.

* Excellent communication, presentation, negotiation, and stakeholder management skills.

* Goal-oriented mindset with a strong focus on AUM growth and business development.

* Existing networks within the corporate sector will be considered an advantage.

* IFMP Certification will be considered a plus.

Pay: Rs55,000.00 - Rs100,000.00 per month

Application Question(s):

• Years of Experience
• Last/ Current Salary
• Expected Salary
• Notice period

Work Location: In person