Business Development Manager (Sales)

Company Description

NiveshPe is a user-friendly mutual fund investment and portfolio management platform crafted for first-time and casual investors in India. By offering reliable fund recommendations and curated investment portfolios, NiveshPe simplifies the process of starting an investment journey. The platform provides 24/7 portfolio monitoring, actionable improvement suggestions, and access to dedicated financial managers. With a focus on empowering users, NiveshPe aims to help individuals make well-informed and smarter long-term financial decisions.

Role Summary

This is an on-field role in Bhopal (Madhya Pradesh)

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Key Responsibilities

1) Shop & SME Onboarding

-Visit retail shops, traders, wholesalers, and SMEs across Bhopal. 

-Onboard clients on the NiveshPe platform. 

-Assist with KYC, SIP setup, and first investment activation. 

2) Investment Awareness & Education

• Explain the importance of Mutual Funds investing and long-term wealth creation 
• Educate clients on: 
• Benefits of Mutual Funds
• Power of compounding 
• Inflation impact on savings 
• Use simple language and business-related examples relevant to shop owners
• Clearly explain and compare SIPs with: Fixed Deposits (FD), Savings Account, Gold, Chit funds / traditional savings 
• Position SIPs as a flexible, scalable, and smarter investment option 

3) Relationship Building & Account Management

• Build long-term, trust-based relationships with onboarded shop owners 
• Act as a Relationship Manager for assigned clients 
• Maintain strong face value and personal connect 
• Ensure high retention, SIP continuity, and repeat investments 
• Be the single point of contact for all assigned shop owners 

4) Targets & Reporting

• Achieve daily, weekly, and monthly onboarding & SIP targets 
• Maintain visit records, conversions, and follow-ups 
• Share on-ground feedback and insights with the internal team 

Experience & Skills

2–5 years of experience in: 

• Field sales 
• Insurance, Mutual Funds, Banking, NBFC, or Financial Products - loans, credit cards, digital gold, payments.
• Proven ability to sell financial/investment products 
• Experience dealing with shop owners or SMEs is a strong advantage 

Local Market Understanding

Strong understanding of the Bhopal market and shop-owner psychology