We are seeking a dynamic Financial Analyst and Business Development Manager to join our team. In this role, you will analyze client financial information to devise tailored strategies, ensuring the growth of AUM/Book Size. Your responsibilities will include monitoring market trends, achieving targets through acquisition, and maintaining regular client updates on market scenarios. Key Responsibilities: - Analyze client financial data to develop effective strategies for meeting their objectives. - Monitor financial market trends to ensure client plans remain responsive and aligned. - Drive growth in AUM/Book Size to achieve set targets for acquisition and revenue generation. - Proactively engage in business development through the acquisition of high net-worth clients. - Conduct mandatory client meetings to keep them informed about the current market scenario. - If you have a passion for financial analysis, business development, and exceeding targets, we invite you to apply. Join us in delivering exceptional financial solutions and fostering lasting client relationships.

Mumbai

Navi Mumbai

Financial Analyst/Relationship Manager - Wealth Management Firm 

Job Description for Financial Analyst/Relationship Manager - Wealth Management Firm  in Conections One in  Mumbai Navi Mumbai for (7-12) years of experience. Apply Now!