Sales Business Development

Company Description

FUNDSMART FINSERV PVT LTD is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. With extensive industry expertise, FUNDSMART offers personalized financial guidance to help clients achieve their investment goals, whether for retirement, education, or wealth growth. The company is dedicated to bridging the gap between investors and financial organizations while being a one-stop solution for clients investment and financial needs. Located in Pune, FUNDSMART is committed to empowering individuals and businesses to achieve financial success through tailored strategies and exceptional service.

Role Description

This is a full-time, on-site role in Pune, for a Sales Business Development professional. The day-to-day responsibilities include identifying and managing potential leads, conducting market research to identify opportunities, building client relationships, and offering tailored financial solutions. The role involves delivering exceptional customer service while achieving sales targets and contributing to the growth of the business. Collaboration with the team and maintaining up-to-date market knowledge will be essential for success in this position.

Qualifications

• Strong analytical skills to assess financial data and market trends effectively
• Excellent communication and interpersonal skills to establish and maintain client relationships
• Experience in lead generation and market research
• Outstanding customer service skills to understand and meet client needs
• Ability to work independently and collaboratively as part of a team
• Knowledge of financial products, services, and investment strategies is highly advantageous
• Bachelor's degree in Finance, Business, Marketing, or a related field is preferred
• Prior experience in a sales or business development role is a plus