Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. Assist with Production of enticing BD & Marketing content across all marketing communication
tailored to relevant audiences. Monitor & report on the competitor landscape & strategies.
Ensuring compliances with current regulations, policies on all marketing materials & promotions.
The successful candidate will have BD & Marketing experience of 1-5 years in the Broking
Industry/PMS/Investment Advisory.
Qualification – MBA with Finance/Sales/Business Development background.
Excellent verbal & written communication skills as well as keen eye for detail, fluency in English.
A strong team player & “Can Do” attitude with organizational behavioral skills.
An interest in Wealth Management industry & genuine curiosity in expanding the horizon of the
company.
Ability to drive projects through completion, delivering clear defined results.
Generating & Converting Leads. Creating high quality marketing materials like presentations, investment proposals & product related
news letters. Very good knowledge in Power Point & Excel. The candidate should be able to analyze the financial need, risk appetite of the clients & recommend
suitable solution from the array of financial products available with us like Mutual Funds, PMS,
structured products equity, insurance & IPOs.