Business Development

Key Responsibilities

A. Sales & Business Development

• Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk-ins, referrals, digital leads).
• Understand client financial needs, risk appetite, and investment goals through detailed one-on-one consultations.
• Present and recommend suitable mutual fund schemes and other investment products that align with the client's profile.
• Achieve and exceed monthly, quarterly, and annual sales targets (AUM - Assets Under Management).

B. Client Relationship Management

• Build and maintain strong, long-term relationships with clients, acting as their trusted financial advisor.
• Provide excellent post-sales service, including assisting with transactions, redemptions, and portfolio reviews.
• Address client queries and resolve any issues in a timely and professional manner.
• Proactively conduct client reviews to ensure their investment portfolio remains aligned with their goals.

C. Product Knowledge & Compliance

• Maintain up-to-date and in-depth knowledge of all mutual fund schemes, market trends, and competitor products.
• Strictly adhere to all regulatory guidelines and internal compliance procedures (e.g., KYC/AML norms, SEBI guidelines).
• Ensure all client interactions and documentation are compliant and accurate.
• Participate in mandatory training and certification programs to enhance product knowledge and sales skills.

D. Reporting & Administration

• Maintain accurate and timely records of all client interactions and sales activities in the CRM system.
• Prepare and submit daily, weekly, and monthly sales reports to the Sales Manager.
• Keep abreast of market developments and provide feedback to the product and marketing teams.

Job Type: Full-time

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

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 8511445844