BDE(Male Only)(NBFC)

1. Client Acquisition and Relationship Management

• Identify and target potential clients, including individuals, businesses, or institutions.
• Build and maintain strong, long-term relationships with existing clients.
• Understand clients' financial needs and offer appropriate banking or financial solutions.

2. Sales and Revenue Generation

• Promote and sell banking products such as loans, credit cards, insurance, and investment services.
• Meet or exceed monthly/quarterly sales targets and revenue goals.
• Analyze market trends to position products effectively.

3. Market Research and Strategy

• Conduct market analysis to identify new business opportunities.
• Monitor competitor activities and industry developments.
• Develop and implement business development strategies and campaigns.

4. Networking and Partnerships

• Attend industry events, conferences, and networking sessions to build connections.
• Develop partnerships with real estate agents, brokers, and other referral sources for business leads.

5. Proposal and Pitch Development

• Prepare customized presentations and proposals for prospective clients.
• Lead negotiations and close deals with new clients or partners.

6. Coordination with Internal Teams

• Collaborate with product, marketing, and operations teams to deliver solutions tailored to client needs.
• Provide client feedback to product teams to influence service improvement and innovation.

7. Compliance and Risk Management

• Ensure all client acquisition and sales activities comply with banking regulations and company policies.
• Perform due diligence and risk assessment for client onboarding.

8. Reporting and Performance Tracking

• Maintain and update CRM systems with lead and client information.
• Generate periodic reports on sales performance, market trends, and client feedback.

Key Skills Required

• Strong knowledge of financial products and services
• Sales and negotiation skills
• Strategic thinking and market analysis
• Excellent communication and interpersonal skills
• Understanding of regulatory and compliance requirements

Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

• Commuter assistance
• Food provided
• Internet reimbursement

Education:

• Bachelor's (Preferred)

Experience:

• Insurance sales: 3 years (Preferred)
• FD: 2 years (Preferred)
• RD: 2 years (Preferred)
• CASA: 2 years (Preferred)
• Banking: 3 years (Preferred)

Work Location: In person