Website:
vellstone.com
Job details:
We are hiring a VP - Business Development (HNI / UHNI Client Acquisition) for our client, one of India’s leading independent wealth advisory firms.
As the VP - Business Development, your responsibilities would be:
- To lead strategic client acquisition and business development initiatives for ultra-HNIs.
- To drive data acquisition using public directories, professional networks, and area mapping.
- To conduct data mining on existing databases and liaise with group and non-group entities for future business.
- To manage end-to-end prospect ownership, including scheduling RM meetings, updating internal systems, and closing conversions.
Requirements
- Proven track record of driving a year-on-year increase in AUM.
- Experience in managing an AUM of 150 - 200 Cr.
- Extensive background and experience in the investment or financial services industry.
- Excellent written and oral communication, along with strong selling skills.
- Strong expertise in relationship building, teamwork, and collaboration.
- Proficient in Microsoft Applications (Excel, Word, & PowerPoint).
Benefits
- Opportunity to lead high-value client acquisition and manage a significant portfolio at scale.
- High-visibility role driving business growth and expanding market share among ultra-HNIs.
- Collaborative culture working closely with senior Relationship Managers and group entities.
- Competitive compensation structure tied directly to portfolio expansion and business performance.
- Career growth and brand association with a premier wealth management firm.
Click on Apply to know more.