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Tier-1 brand, metro location, common BD title and broad referral skillset increase applicant competition.
Strong wealth-management and HNWI referral-network requirement limits cross-industry transferability.
No explicit years but mandatory wealth-management BD experience and referral networks raise screening rigor.
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Drive acquisition of High Net Worth Individual (HNWI) and Ultra High Net Worth Individual (UHNWI) customers for wealth management services by building and managing referral partnerships with law firms, CA firms, real estate consultants, and other professionals in North India.
Manage the entire referral flow process from initiation to conversion, ensuring consistent inward referral flow and meeting monthly new-to-bank customer acquisition targets.
Plan and execute events, campaigns, and networking initiatives to engage referral partners and potential customers, while ensuring seamless onboarding by relationship managers and branch teams.
Minimum educational qualification: Graduation; Post-Graduation preferable but not mandatory.
Work Experience Required: Sales or Business Development experience in Wealth Management, Personal Banking, Corporate Banking, or industries reliant on partnership referral ecosystems.
Familiarity or existing network relationships with Investment Law Firms, CA Firms, Family Office Advisors, or related referral sources is strongly advantageous.
Excellent networking, communication, and presentation skills required; professional maturity to engage with senior management and CXOs.
Experienced in managing B2B referral partnerships specifically with professionals like investment law firms, CA firms, and real estate consultants.
Results-oriented individual contributor with accountability for acquiring new HNWI customers and meeting defined operational targets.
Comfortable operating in a financial services environment focused on wealth management and international banking services, leveraging strong interpersonal and networking capabilities.