Business Development Executive

Position:

Location:

Domain:

Key Responsibilities:

1. Client Relationship Management & Service

• Service Existing Investors:

   Proactively engage with the existing client base to understand their evolving financial needs, conduct regular portfolio reviews, and ensure a high level of client satisfaction.

• High Client Serving Mindset:

   Act as a trusted advisor, providing prompt, accurate, and insightful responses to client queries and transactional needs.

• Deepening Relationships:

   Identify opportunities to increase the client's wallet share by offering relevant solutions and converting them into comprehensive wealth management clients.

2. Business Development & Sales

• New Client Acquisition:

   Identify and onboard new high-net-worth (HNI) and retail clients through networking, referrals, and focused sales strategies.

• Cross-Selling & Up-Selling:

   Effectively assess client needs to cross-sell multiple financial products to maximize revenue and client benefit.

• Achieve Sales Targets:

   Consistently meet or exceed sales targets across all product categories as defined by the business.

3. Financial Advisory & Compliance

• Needs Analysis:

   Conduct thorough financial needs analysis for clients to recommend appropriate investment and protection solutions based on their risk profile, financial goals, and time horizon.

• Product Expertise:

   Maintain a deep understanding of all financial products offered, market trends, and regulatory changes (e.g., SEBI, IRDAI) to provide compliant and optimal advice.

• Documentation:

   Ensure all sales, Know Your Customer (KYC), and compliance documentation is completed accurately and efficiently.

Qualifications & Skills:

• Education:

   Post Graduate in Finance, Business Administration, Commerce, or a related field. Professional certifications (e.g., NISM, IRDAI license) are highly desirable.

• Experience:

   1- 2 years of experience in sales and relationship management within the financial services industry, specifically selling multiple financial products.

• Sales & Negotiation:

   Proven track record of achieving sales targets and strong negotiation skills.

• Client Focus:

   Demonstrated high client serving mindset and excellent interpersonal and communication skills (written and verbal).

• Product Knowledge:

   Good understanding of financial products, including Mutual Funds (Equity/Debt), Term/Life/Health Insurance, Bonds, and market dynamics.

• Self-Motivated:

   Highly driven, result-oriented, and capable of working independently to manage a large portfolio.

Compensation & Incentives:

highly incentivized sales-based role

• Compensation includes a competitive base salary plus a significant, performance-driven variable component (incentives/commission) tied directly to sales achievement and revenue generation.