Business Development - Wealth Platform Professional

Job Overview:

• We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgages, AIF-PMS, multi-asset broking services etc.
• The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue.

Client Acquisition & Relationship Management : -

• Identify, acquire, and manage retail and HNI clients for various financial products.
• Conduct need analysis and recommend appropriate financial solutions to clients.
• Maintain strong, long-term relationships with clients, ensuring high satisfaction and retention.
• Act as a trusted advisor, providing updates on product performance and market insights.

Partner Onboarding & Engagement : -

• Identify and onboard new distribution partners including IFAs, brokers, insurance agents, and wealth managers.
• Train partners on product features, compliance guidelines, and selling techniques.
• Develop engagement programs to keep partners motivated and aligned with business goals.

Sales & Business Development : -

• Drive revenue growth across product lines through targeted sales and marketing strategies.
• Develop and execute cross-sell and upsell campaigns across the client and partner base.
• Expand market penetration by identifying new geographies, segments, and opportunities.
• Meet and exceed sales targets and performance metrics.

Market Intelligence & Strategy : -

• Keep abreast of industry trends, competitor activities, and regulatory changes.
• Provide feedback to the product and marketing teams to refine offerings and go-to-market strategies.
• Use data and analytics to identify growth opportunities and optimize conversion rates.

Experience : -

• Proven track record in sales/business development in financial services.
• Strong network of clients and/or channel partners within the financial product ecosystem.
• 28 years of experience in financial services sales/business development, preferably in Banks, AMCs insurance, or wealth management role.

Education : -

• Bachelors degree in Finance, Business Administration, or related field (MBA/CFP preferred).