Business Development Manager- HNI

• Develop and execute strategies to acquire high‑net‑worth individuals and ultra‑affluent clients for stockbroking and investment services.
• Leverage an existing cabal pipeline, personal network, and premium relationships to drive new business.
• Promote the firm's equity trading, portfolio management, and advisory solutions to HNIs, family offices, and senior executives.
• Conduct investment needs assessments and recommend suitable stockbroking and wealth‑building solutions.
• Manage end‑to‑end client onboarding, documentation, and KYC processes in collaboration with compliance and operations teams.
• Maintain strong client relationships through regular engagement, market updates, and performance reviews.
• Work closely with the trading and research teams to deliver timely insights and support client investment decisions.

Required Skills & Competencies

• Strong network and cabal pipeline within high‑net‑worth and elite circles.
• Proven ability to sell stockbroking, investment, or wealth‑management solutions to affluent clients.
• Deep understanding of equity markets, investment products, and capital‑market dynamics.
• Excellent relationship‑building, negotiation, and client‑management skills.
• Strong communication and presentation abilities, especially with senior‑level and high‑profile clients.
  

Qualifications

• Bachelors' degree in Finance, Economics, Business Administration, or a related field.
• 5–10 years experience in business development within stockbroking, wealth management, or investment banking.
• Demonstrated track record of acquiring and managing HNI clients.
• Professional certifications (CIS, CFA, MBA) are an advantage.
• Strong personal network within business, political, social, or executive circles.