Company Overview:

- We provide are a B2B business consultancy and related support functions for Wealth Management firms.

- We assist Wealth Managers and endeavour to act as their extended Products Team for having better access, assessment and association with high quality, and regulated investment products and related value-added services. We assist Wealth Managers in search, scan, evaluation, comparisons, filtration and carrying out due diligence on investment options - particularly in the Alternative Investment and Global Investing space. We also assist them in developing ancillary services.

- To Asset Managers and Investment Product Specialists, we endeavour to act as a value added service provider by assisting them in Strategy around Distribution Outreach for the investment products, largely for beyond Mutual Funds.

- We are predominantly in the business of providing business consultancy and related support functions for wealth management firms (including independent financial advisers and family offices) as well as Investment product developers.

- Our interests also includes support mechanism for Start-ups which is carried out through a separate joint venture entity.

Job Title - B2B - Business Development Manager

Job description:

- We are seeking a motivated Business Development Manager/Senior Business Development Manager to support our B2B-focused wealth management business.

- The ideal candidate will have the experience and demonstrate the ability to identify new business opportunities, cultivate relationships with other wealth managers, and contribute to expanding our network of professional partnerships. This role requires excellent communication skills, a strategic mindset, and an understanding of the wealth management sector, with additional focus on alternative investments and start-up/tech-venture environment.

Key Responsibilities:

- Partnership Development: Identify and engage with wealth management firms, family offices, and other financial institutions to establish B2B relationships.

- Lead Generation: Utilize networking, market research, and outreach to generate leads for partnerships and client referrals.

- Client Relationship Management: Build and maintain long-term relationships with partner firms, ensuring they have a thorough understanding of our service offerings.

- Sales Support: Assist in creating customised proposals and presentations tailored to the needs of our B2B partners.

- Networking & Events: Represent the firm at industry events, conferences, and networking gatherings to expand our professional network.

- Market Research: Stay informed on industry trends, competitive landscape, and identify opportunities to enhance our B2B offering.

- Collaboration: Work closely with marketing and financial advisory teams to align business development efforts with broader company goals.

- CRM Management: Maintain accurate records of partner interactions in the CRM system to track and manage relationships effectively.

Key Competencies:

- Relationship Management: Proven ability to develop and maintain professional partnerships.

- Strategic Thinking: Ability to identify market opportunities and create strategies to capitalize on them.

- Negotiation Skills: Capable of negotiating partnership terms that benefit both the firm and partners.

- Adaptability: Ability to adjust strategies based on partner feedback and market changes.

Qualifications:

- Degree in Business Administration, Marketing, or a related field with an MBA or relevant advanced degree.

- 2 - 4 years experience in business development, sales, or a similar role, with a track record of achieving targets. (Experience with an AMC/Mutual fund house is a plus).

- Strong understanding of sales and business development principles, market analysis, and B2B relationship management.

- Excellent communication, negotiation, and presentation skills.

- Ability to work independently and manage multiple projects simultaneously