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VP-BDM

India Permanent View Job Description
The role holder will assume responsibility for High Net Worth Individual (HNWI) and Ultra High Net Worth Individual (UHNWI) customer acquisition for wealth management services.
  • A competitive salary package
  • Opportunities for career advancement

About Our Client

The company is a large organization within the Financial Services industry.

Job Description

  • Acquire HNWI customers for wealth management and international banking services by generating referrals from Investment Firms, Investment Law firms, CA firms, Family Office Advisors, Real Estate consultants, Industry associations and other professionals.
  • Identify and build new referral partners and engage with them consistently through meetings, events, networking forums to build an increasing inflow of referrals from these referral partners.
  • Manage the referral flow funnel from referral initiation till conversion and contribute to lifecycle revenue
  • Meet Operating Plan Target numbers for HNWI customers acquired every month and other Banking products as assigned from time to time.
  • Ensure exceptional on-boarding experience for new customers through seamless handover to assigned Relationship Managers and Branch Teams

The Successful Applicant

  • Sales/ Business Development experience in Wealth Management, Personal Banking, Corporate banking or industries that thrive on partnership referral ecosystems.
  • Knowledge of Financial services & Wealth management market in India will be an advantage
  • Having network/ relationships with Investment Law Firms, CA Firms is a strong advantage

What's on Offer

  • Exposure to strategic decision-making and leadership responsibilities
Quote job ref
JN-032026-6980402

Job summary

Function
Banking & Financial Services
Sub Sector
Finance
What is your area of specialisation?
Financial Services
Location
India
Job Type
Permanent
Job Reference
JN-032026-6980402

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.