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HomeCompaniesCapital Placement ServicesCRM/ BDM Manager - Wealth Management Gurgaon.

CRM/ BDM Manager - Wealth Management Gurgaon.

Gurugram
Not Disclosed
5 to 9 Yrs
Full time
4/4/2026
Salary Range
Not Disclosed
Experience
5 to 9 Yrs
Job Location
Gurugram
Remote Work Policy
Not specified
Visa Sponsorship
Not specified
Relocation
Not specified
Skills
IntegrityFinancial Markets product knowledgeFinancial Analysisrisk management knowledgeCommunicationpresentation skillsClient relationship management skillsBusiness understanding of client business modelsSales skillsUnderstanding of recent technologies in Financial Markets BusinessDeal closureexecution skillsCrosscultural awarenessinterpersonal skillsethical conductprofessionalism
Industry
BFSI
Hiring Status
ACTIVELY HIRING
Hiring Contact
CP
Capital Placement Services
Recruiter

Job Description

Overview

As a CRM/ BDM Manager for Wealth Management in Gurgaon, you will be responsible for: - Demonstrating financial markets product knowledge - Utilizing financial analysis and risk management knowledge - Showcasing excellent communication and presentation skills - Implementing client relationship management skills - Managing and prioritizing multiple tasks and projects in a fast-paced environment - Understanding client business models and focusing on new client acquisitions - Utilizing sales skills for negotiation, presentation, and client acquisition - Keeping updated with recent technologies in Financial Markets & Business - Closing deals effectively and executing them - Having strong cross-cultural awareness and interpersonal skills - Upholding a high degree of integrity, ethical conduct, and professionalism Qualifications required for this role include: - Bachelor's degree in Finance, Business Administration, Economics, or related field - Master's degree or CFA Charter holder is a plus Please note that the company details provided are: - Satish Kohli - Email: capitalplacement02@gmail.com - Phone: 9891750342 - Website: 7895263093