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Business Development

1 month ago


palakkad, India TalentBasket Full time
Role: Business DevelopmentFinancial Planning Company : STEPS Geojit FinancialServices. Job Location:Palakkad Responsibilities:
Includes but not restricted to
  • Follow up leads and enroll newclients
  • Tieup with organizations andassociations to conduct educative webinars/seminars and other leadgeneration activities
  • Coordinate and conductother lead generation activities
  • Providetimely services and solutions to existing clients
  • Coordinate with Financial planners/operations to providetimely service and ensure client satisfaction
  • Create Update and report clients/Business status in CRMand other reports.
  • Work with planners forgetting service renewals from existing clients
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