Business Development Executive Jobs in Mumbai - Fundwise Financial Services Private limited
Business Development Executive
Job Description
- (S)he shall be responsible for introduction of new clients by leveraging existing relationship/acquisition of new clients (UHNI/HNI/Retail).
- (S)he would be responsible for acquiring new relationships and managing & retaining such relationships by delivering the best standards of services.
- (S)he would be responsible for advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Mutual funds (Equity and Debt), Stock Broking, Commodities, Currency Derivatives, Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, etc.
- (S)he would be responsible to carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
- (S)he would be responsible for maintaining client relationships and generate AUM from the clients.
- (S)he would be responsible for tracking the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Job Particulars
About Company
Fundwise Financial Service Pvt Ltd formed in the year 2007, when equity markets were shaping up Fundwise was conceptualised with an idea of creating wealth for its clients who already believed in the ideas and values.
Initially formed as an advisory to its select few clients Fundwise over the years gained its share of niche High Net worth Individuals and select corporate who are aligned with its thought process of Investing and creating wealth.
Fundwise after having setup, immediately faced the worst financial crisis during the period 2008, which gave the firm an immense opportunity to learn and master its investment philosophies and ideas to perform even in worst of the times.
We have a team of highly skilled professionals whose goals are perfectly aligned with the goals of the company of creating wealth for its clients, which in turn contributes to the growth of the company.
We specialize in broking in equities, Mutual funds, commodities, currencies, Insurance and Real Estate advisory. Having earned clients confidence, Fundwise is also involved in debt raising, through structured and tailor-made finance, private equity and corporate advisory.
