BDM- Franchisee

About the Role

Business Development Manager (BDM)

Key Responsibilities

1. Franchisee Engagement & Client Acquisition

• Drive

  new client acquisition

  for acquired franchisees by executing

  hyperlocal engagement activities

  .
• Organize and manage

  events in premium residential societies

  and local communities to target HNI clients.
• Support franchisees in client onboarding, profiling, and business activation.

2. Revenue Generation & Business Support

• Drive growth for

  overall revenue generation

  for the franchisee partner.
• Assist in

  AUM accumulation

  through structured Broking products (StratX), drive

  MTF book growth

  , and boost product penetration.
• Track and evaluate the

  performance of High-Value Transactions (HVT)

  and

  High Net-Worth Individuals (HNIs)

  within the partner network and drive their engagement and growth.

3. Knowledge Transfer & Product Penetration

• Promote

  Investment Products (IP)

  and

  Commodities

  by facilitating educational engagement seminars and workshops.
• Coordinate with internal product teams to ensure timely

  knowledge dissemination and client engagement

  through franchisee partners.

4. Business Acumen & Relationship Management

• Act as the

  single point of contact (SPOC)

  for assigned franchisee partners, ensuring consistent business development support.
• Provide

  strategic inputs

  to partners on growth opportunities, portfolio enhancement, and revenue optimization.

5. Compliance, Audit & Partner Satisfaction

• Ensure a high

  Franchisee Satisfaction Index

  by proactively resolving partner concerns and operational issues.
• Conduct regular

  compliance audits and hygiene checks

  using standardized formats.
• Work in alignment with internal policies and regulatory frameworks.

Key Requirements

• Experience:

  Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition).

• Industry Exposure:

  Must have experience working in Wealth Management, Broking, NBFCs, or related financial services.

• Location Knowledge:

  Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius.

• Skills:

• Strong relationship management and communication skills.
• Expertise in sales strategies, financial product knowledge, and client engagement.
• Self-motivated and target-oriented.
• Problem-solving skills with a proactive approach to partner management.

• Education:

  Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).

Why Join Us

• Opportunity to work with one of India’s leading financial services groups.
• Entrepreneurial environment with strong leadership support.
• High-growth role with best-in-industry remuneration.

Role & responsibilities