Business Development Representative Together Investing Club

2.0 - 6.0 years

0 Lacs

haryana

On-site

You will be joining a Gurgaon-based financial services distribution company that specializes in offering a diverse range of financial products to clients. Our team, though small, is highly dynamic and consists of professionals with extensive backgrounds in financial services, technology, and business networking, having previously collaborated with renowned brands in the industry. Your primary mission will be to help create a community of well-informed and well-prepared investors. This involves providing comprehensive training and coaching programs that are designed to enhance financial literacy and investment knowledge. Ultimately, our objective is to empower our clients to make educated investment decisions by granting them access to the finest investment opportunities available in the market. Your responsibilities will include acquiring and managing business from High Net Worth Individuals (HNI) and Ultra HNI clients, as well as expanding the investment AUM portfolio size. It will also be crucial for you to ensure strict adherence to compliance processes and guidelines, advise clients on suitable product options to optimize their investments, and establish new client relationships through referrals. Additionally, you will be expected to upsell products like Family Accounts, home loans, personal loans, ULIPs, and mutual funds to existing clients, maintain and enhance client relationships through regular visits, and manage and monitor leads while preparing a daily sales report (DSR) consistently. Profiling customers to match them with appropriate financial products, offering top-notch service to High Net Worth customers, and formulating sales strategies to attract new customers and expand the customer base are also key aspects of this role. The ideal candidate for this position will excel at cultivating relationships with potential clients to drive business development success. You will be responsible for arranging meetings with clients to gain insight into their requirements and preferences. To be considered for this role, you should possess an MBA degree or equivalent experience, along with strong communication and time management skills. The salary for this position is set at INR 4- 4.2 LPA.,

Posted 1 day ago

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