Senior Financial Business Development Specialist

2 days ago


Faridabad, Haryana, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

We are seeking a skilled professional to support clients with financial products and services.

Key Responsibilities:
  • Monitor Home Loan data, cross-sell insurance, fixed deposits, and other financial products to customers.
  • Source business opportunities in the open market and meet assigned targets.
  • Stay informed about our company offerings, competition analysis, and customer objections.
  • Ensure proper customer profiling, identify needs, and recommend investments and insurance options.
  • Build relationships with Home Loan Executives for joint calls and maximum attachments.
  • Cross-sell financial product offerings based on customer needs, managing the entire account.
  • Sync with partner representatives, understand joint ownership, and ensure timely renewals.
  • Follow established processes, undergo training, and certification for financial sales compliance.
  • Maintain a complete sales kit and demonstrate a professional attitude towards colleagues, seniors, and partners.

This role requires excellent communication and problem-solving skills, along with sound knowledge of financial products to deliver a superior customer experience.

Requirements:
  • Excellent communication and problem-solving skills.
  • Sound knowledge of financial products.
  • Able to work in a team environment.
  • Ability to meet sales targets.
Benefits:

We offer a competitive salary package, ongoing training and development opportunities, and a supportive work environment.

What We Offer:

We are committed to providing our employees with a safe and inclusive work environment. Our company values include professionalism, respect, and teamwork.



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