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BH
Boyen Haddin Consulting & Technology.

Mumbai

CORPORATE RM

On-siteFull time5–10 years

About the role

Key Responsibilities:

1. Business Development & Relationship Management
• Develop and manage strategic relationships with National Distributors, MFDs, Banks,
Fintechs, Wealth Managers and Brokers.
• Identify high-potential relationships and convert them into active business partners.
• Develop new opportunities across Corporates, Institutions, HNIs and Family Offices.
• Build relationships with key decision-makers including CFOs, Treasury Heads, CIOs,
Investment Heads and Family Offices.
• Increase wallet share and business contribution from existing relationships.
2. AUM & Business Delivery
• Own and deliver assigned AUM, gross sales and net sales targets.
• Drive both lumpsum and systematic investment flows.
• Identify significant redemption risks and proactively work towards business retention.
• Consistently deliver against monthly, quarterly and annual business objectives.
3. Product & Market Development
• Develop strong knowledge of AMC’s product suite, investment strategies and
portfolio positioning.
• Effectively communicate product propositions and investment insights to distributors and
investors.
• Identify market opportunities and competitor trends to develop new business.
• Conduct client meetings, product presentations, distributor engagements and investor
interactions.
4. Strategic Market Expansion
• Identify new markets, distribution opportunities and strategic relationships.
• Represent AMC at industry events, conferences, distributor meets and client
engagements.
• Work closely with Investment, Product, Marketing and Operations teams to deliver a
seamless client experience.
• Ensure all business activities adhere to SEBI, AMFI and internal compliance guidelines.
Candidate Profile
• 5–10 years of relevant experience in Asset Management, Mutual Funds, Wealth
Management, Broking, Private Banking or Financial Services.
• Strong and demonstrable network across MFDs, National Distributors, Banks, Fintechs,
Corporates, HNIs and Institutions.
• Proven track record of AUM acquisition, sales growth and relationship development.
• Strong understanding of mutual funds, capital markets and investment products.
• Excellent communication, presentation, negotiation and stakeholder-management skills.
• Strong commercial acumen and ability to independently originate and close business.
• Willingness to travel extensively for business development and client engagements.

Skills

corporate RMSalesBusiness developmentB2BWealth managementRelationship ManagementAUMMarket Development
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