Senior Business Development Associate

We are seeking a highly analytical and creative Senior Business Development Associate to join our

dynamic team. The ideal candidate will focus on driving business for our wealth management services,

building long-term associations and ensuring high levels of client satisfaction.

Responsibilities:

1. Consult customers on Mutual Funds, Stocks & Investing.
2. Acquire and onboard customers for Wealth Management Services.
3. Explain product details and resolve customer queries.
4. Develop trust & high engagement with customers to build long term associations.
5. Specialized Training related to Mutual Funds & Stock Markets will be provided.
6. Plan and execute marketing campaigns, contests, and incentive programs.
7. Share market insights with marketing, sales & product teams to help improve product & increase client conversion rates.

Requirement:

1. Sound knowledge of mutual funds, stock markets and industry trends.
2. Excellent communication and interpersonal skills.
3. Analytical mindset to interpret business data.
4. Working knowledge of MS-Office.
5. Ability to multi-task, prioritize and manage time effectively.
6. Goal oriented with strong sales acumen.
7. Background or Interest in Finance or Share Market is a huge plus.

Education, Qualification, and Compensation

1. Experience: 2-5 years in sales of Financial Products or Services - Mutual Funds, Banking,Insurance, Stocks etc.
2. Min. Educational Qualification: Graduation in any field. Degree/ Diploma in Finance is preferred.
3. NISM Series V-A Certification (Mutual Fund Distributors) – Candidate required to pass the exam immediately upon joining. Candidates already certified will be preferred.
4. Compensation: - As per industry standards. Other than salary, Health and Accidental Insurance are covered.

About Company:

AssetYogi, a Fintech Startup in India, has established itself as one of the largest video-based Financial

Platforms in the country, with over 4 million followers on platforms such as YouTube and social media.

With a reputation for providing comprehensive yet easily comprehensible financial insights, Asset Yogi

has become a well-recognized brand. Currently, we are focused on developing our web and tech

platforms.