Business Development Manager - Mutual Fund & BFSI

Company Description

FUNDSMART FINSERV PVT LTD is an AMFI-registered distribution company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other financial services. With a commitment to providing personalized financial guidance, FUNDSMART helps clients navigate the complexities of investment and financial planning. Our vision is to bridge the gap between investors and financial organizations, offering a one-stop solution for all investment and financial needs. Join FUNDSMART to empower individuals and businesses on their journey toward financial success.

Role Description

This is a full-time on-site role for a Business Development Manager - Mutual Fund & BFSI, located in Pune. The responsibilities include generating leads, developing strong relationships with clients, offering tailored financial solutions, and driving sales of mutual funds and other financial products. The role also involves identifying market trends, managing client portfolios, and collaborating with internal teams to meet business targets and objectives.

Qualifications

• Proficiency in Business Development, Lead Generation, and Client Relationship Management
• In-depth knowledge of Mutual Funds, Financial Services, and Insurance products
• Strong understanding of market analysis, sales strategies, and portfolio management
• Excellent communication, negotiation, and interpersonal skills
• Proven ability to work in a target-driven environment
• Bachelor’s degree in Finance, Business Administration, or a related field; MBA is a plus
• Experience in the BFSI (Banking, Financial Services, and Insurance) sector preferred
• Certifications such as AMFI or related qualifications are advantageous