Senior Business Development Manager

6 days ago

Dehra Dūn, Uttarakhand, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000
Job Opportunity

This position involves driving sales and revenue growth for clients by delivering tailored financial solutions.


Key Responsibilities:
  • Upsell targeted financial products to high net worth individuals and corporate clients from assigned databases.
  • Generate new business leads through referrals and strategic networking to expand client base.
  • Achieve business targets by upselling products and enhancing client relationships.
  • Profile customers to provide personalized financial recommendations that meet their specific needs.
  • Ensure exceptional service levels to clients, particularly high net worth individuals.
  • Provide comprehensive investment planning and advisory services.
  • Meet sales and revenue targets across diverse product mixes.
  • Act as the primary point of contact for assigned clients.
  • Focus on acquiring and servicing high net worth and ultra high net worth clients.

Required Skills & Qualifications:
  • Essential experience in financial sales, preferably mutual funds.
  • Proven ability to manage high net worth and corporate clients.
  • In-depth knowledge of financial markets and instruments.
  • Strong skills in customer profiling, financial product recommendation, and investment planning.
  • Excellent customer service and relationship-building abilities.
  • NISM certification is preferred but not mandatory.

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