Executive Relationship Builder

1 week ago

GTB Nager, India beBeeBusiness Full time ₹ 40,00,000 - ₹ 80,00,000

Opportunity Overview

We are seeking a skilled professional to fill the position of Business Development Manager, responsible for fostering and maintaining relationships with clients.

Key Responsibilities:

  • Conduct regular business meetings with clients to understand their financial goals and objectives.
  • Develop and implement tailored solutions to meet client needs, focusing on increasing assets under management.
  • Regularly review and diversify client portfolios to ensure alignment with financial goals.
  • Provide clients with expert market insights and cross-sell relevant products and services.
  • Stay up-to-date on industry trends and regulatory requirements through ongoing training and professional development.

Requirements:

  • Comprehensive knowledge of investment products, including life insurance, general insurance, fixed income, and mutual funds.
  • Strong understanding of financial planning and investment advisory principles.
  • Exceptional communication and interpersonal skills, with the ability to convey complex information clearly.
  • Strong analytical and logical abilities, with the capacity to analyze client requirements and develop tailored solutions.
  • Ability to work in a fast-paced environment, achieving targets while maintaining emotional stability and professionalism.

Essential Skills:

  • Interpersonal Skills: Excellent communication and interpersonal skills.
  • Analytical Skills: Strong analytical and logical abilities.
  • Target Achievement: Ability to work under pressure and achieve targets.

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