Company Description Stepwise Finvesco provides innovative and customized wealth management solutions, constructing unbiased personalized plans that include investment, savings, budget, insurance, and tax strategies aimed at achieving the financial goals of our clients. Our team has in-depth understanding of the preferences, goals, challenges, styles, and strategies that distinguish wealthy investors. We have acute knowledge of financial opportunities and their potential risks, helping us to develop, structure, and execute strategies for our clients' financial needs. Our passion and love for taking on challenges allow us to help clients achieve their goals and think beyond the constraints of their current situations. Role Description This is a full-time on-site role for a Business Development Manager, located in Bilaspur. The Business Development Manager will be responsible for identifying business opportunities, developing relationships with potential clients, and creating strategic partnerships. Day-to-day tasks include researching market trends, preparing financial and business forecasts, developing sales strategies, generating new leads, and maintaining client relationships. The role also involves preparing and delivering presentations, negotiating contracts, and managing client accounts. Qualifications Business Development and Sales skills Market Research and Analytical skills Client Relationship Management and Communication skills Negotiation and Presentation skills Strategic Planning and Organizational skills Proficiency in CRM software and Microsoft Office Suite Bachelor's degree in Business, Marketing, Finance, or a related field Experience in the financial services industry is a plus Ability to work independently and as part of a team
Company Description Stepwise Finvesco specializes in providing innovative and customized wealth management solutions, including investment, savings, budget, insurance, and tax strategies. With an in-depth understanding of wealthy investors' preferences and needs, Stepwise Finvesco develops and executes tailored financial strategies designed to achieve client goals. Leveraging knowledge of financial opportunities and associated risks, the team creates effective plans for every client, no matter the size or complexity of their financial aspirations. The organization values challenges and strives to help clients think beyond their current constraints to realize their full financial potential. Role Description This is a full-time on-site role located in Bilaspur for a Business Development Manager. The individual will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with clients, and developing effective sales strategies. Additional responsibilities include analyzing financial data, preparing proposals, coordinating with internal teams to address client needs, and implementing sales plans aimed at achieving revenue targets. Exceptional communication and negotiation skills will be essential for success in this role. Qualifications Strong business development acumen with expertise in sales and client relationship management Proficiency in financial analysis, market research, and strategy development Effective communication, negotiation, and presentation skills Ability to think strategically and drive results in a client-focused environment Proven track record in achieving revenue goals and business growth targets Relevant industry experience in wealth management, finance, or related fields is preferred Bachelor’s degree in business, finance, or a related discipline; advanced degree or certifications are an advantage