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Senior Manager - Client Relations & Business Development - IIM/ISB/FMS/MDI (7-12 yrs)

7-12 years

Senior Manager - Client Relations & Business Development - IIM/ISB/FMS/MDI (7-12 yrs)

Coe Solutions

posted 2mon ago

Job Description

Job Description: To generate business revenues by adding advisory and PMS/AIF clients

Role and Responsibilities:

- This position will be responsible for originating new business from UHNWIs/Family offices for Investment advisory, PMS schemes and Alternatives (AIFs, Private credit funds, global funds) etc.

- The incumbent will prospect for new business opportunities, follow up on proposal generation, respond to client requests for information and/or problems, and continue to enhance the company's brand.

- Provide relevant feedback from prospects/existing clients to improve upon the offerings.

- The person will be responsible for learning and articulating the value proposition that the company brings to the Family offices and business families/UHNWIs category.

Location: Mumbai

Qualifications and Education Requirements:

Education Qualification: MBA from Premier Institutes

Must have:

- Prior investment experience

- Managing Client Relationships

Good to have: Family office/Family business/Institutional relationships

Required Skills:

- Good understanding of financial metrics

- Passionate about investing in capital market.

- High proficiency in MS office suite.

- Excellent communication skills in English (both written and spoken).

Soft Skills:

- High degree of professional code of conduct & team player.

- Resourcefulness.

- Technology savvy.

- Ability to manage multiple requirements in a fast-paced, dynamic environment.

- Detail oriented with a high degree of accuracy.

Minimum work experience required:

- 7-10 years of experience

- Experience in family office/UHNWI investments is preferable


Functional Areas: Other

Read full job description

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