Insurance and Mutual Funds Business Development Specialist

2 weeks ago

Mumbai, Maharashtra, India Snaphunt Full time

The Opportunity

We are seeking a highly skilled Insurance and Mutual Funds Business Development Specialist to join our team at Snaphunt. As a key member of our sales team, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing, social media, referrals, and industry events.

Key Responsibilities

  • Lead Generation: Develop and implement strategies to attract potential clients and drive sales growth.
  • Client Engagement: Build and maintain strong relationships with potential clients, addressing inquiries and scheduling consultations with sales representatives to facilitate the sales process.
  • CRM Management: Maintain and update lead information in the CRM system to ensure accurate tracking, follow-up, and reporting of client interactions and sales progress.
  • Collaboration: Work closely with sales and marketing teams to align lead generation efforts with overall business objectives, ensuring a cohesive approach to client acquisition.
  • Metrics Tracking: Monitor and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness, to assess performance and optimize strategies.
  • Market Insights: Stay informed about industry trends and best practices to continually enhance lead generation efforts and contribute to overall business growth.
  • Sales Support: Assist in the sales process by presenting insurance and mutual fund products to potential clients, ensuring they are well-informed and comfortable with their choices.
  • Goal Achievement: Work independently and as part of a team in a fast-paced environment with a strong focus on achieving and exceeding sales targets.

Requirements

To be successful in this role, you will need:

  • A strong understanding of lead generation techniques and tools.
  • Excellent communication skills, both verbal and written.
  • The ability to work independently and as part of a team in a fast-paced environment.
  • A goal-oriented mindset with a strong focus on achieving and exceeding targets.
  • A degree in any field or related field is preferred.

About Us

Our client is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products.

  • Insurance and Mutual Funds Business Development Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Sales & Lead Generation Specialist to join our team at Snaphunt. As a key member of our sales team, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing,...

  • Insurance and Mutual Funds Business Development Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Sales & Lead Generation Specialist to join our team at Snaphunt. As a key member of our sales team, you will be responsible for generating new business leads and driving sales growth for our insurance and mutual fund products.Key Responsibilities:Develop and implement effective lead...

  • Insurance and Mutual Funds Sales Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Sales and Lead Generation Specialist to join our team at Snaphunt. As a key member of our sales team, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels.The...

  • Insurance and Mutual Fund Business Development Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly skilled Sales and Lead Generation Specialist to join our team at Snaphunt. The successful candidate will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing, social media, referrals, and...

  • Insurance and Mutual Funds Business Development Specialist

    4 days ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityDrive business growth by developing and executing effective marketing and sales strategies for insurance and mutual funds.The RoleKey Responsibilities:Develop and implement targeted lead generation initiatives to attract potential clients through digital marketing, social media, referrals, and industry events.Build and maintain strong...

  • Mutual Fund Investment Specialist

    4 days ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityAt Snaphunt, we are seeking a skilled Mutual Fund Advisor to join our team.Key ResponsibilitiesAs a Mutual Fund Advisor, you will be responsible for:Client Relationship Management: Acquire new clients, build strong relationships, and conduct in-depth consultations to understand their financial goals, risk tolerance, and investment time...

  • Insurance Business Development Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance Business Development Specialist to join our team at Snaphunt. As an Insurance Business Development Specialist, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including...

  • Mutual Fund Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Roles and ResponsibilitiesWe are seeking a skilled Mutual Fund Advisor to develop strong client relationships, particularly with high net worth individuals. The ideal candidate will have experience managing mutual fund distribution businesses and a deep understanding of various mutual fund schemes. They will be responsible for explaining these schemes to...

  • Mutual Fund Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Key ResponsibilitiesWe are seeking a skilled Mutual Fund Advisor to develop and maintain strong client relationships, particularly with high net worth individuals. The ideal candidate will have experience managing mutual fund distribution businesses and a deep understanding of various mutual fund schemes.RequirementsThe successful candidate will have 1-2...

  • Mutual Fund Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Roles and ResponsibilitiesDevelop and maintain strong client relationships, particularly with high net worth individuals, to promote mutual fund investments. The ideal candidate should have experience managing mutual fund distribution businesses and possess in-depth knowledge of various mutual fund schemes to effectively communicate their benefits to...

  • Mutual Fund Sales and Business Development Professional

    3 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Anand Rathi Share and Stock Brokers Ltd is seeking a highly skilled AVP/Senior Manager to lead Mutual Fund Sales and Business Development efforts.Key Responsibilities: Drive Mutual Fund Sales growth through strategic planning and execution. Build and maintain strong relationships with Branches, Sub Brokers, and IFA Networks to increase SIP book and Net AUM....

  • Mutual Fund Operations Specialist

    6 days ago

    Navi Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Mutual Fund Operations SpecialistAt Mintskill HR Solutions LLP, we are seeking a skilled Mutual Fund Operations Specialist to join our team. As a key member of our operations team, you will be responsible for assisting with the onboarding of individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE). Your duties will also include...

  • Mutual Fund Operations Specialist

    6 days ago

    Navi Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Mutual Fund Operations Job DescriptionMintskill HR Solutions LLP seeks a skilled Mutual Fund Operations Specialist to assist in the onboarding of individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE).The ideal candidate will execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP),...

  • Mutual Funds Expert

    4 days ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Talent Corner is seeking a skilled Mutual Funds Expert to develop client relationships, including High Net Worth (HNI) clients, for mutual fund services. The ideal candidate will have managed mutual fund distribution businesses and possess knowledge of various mutual fund schemes. Key responsibilities include explaining mutual fund transactions to clients...

  • Insurance Marketing Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Insurance Marketing Specialist to join our team at Snaphunt. As an Insurance Marketing Specialist, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing,...

  • Insurance Marketing Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a skilled Insurance Marketing Specialist to join our team at Snaphunt. As an Insurance Marketing Specialist, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels, including digital marketing, social media, referrals, and...

  • Digital Business Strategist

    2 weeks ago

    Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time

    Job Title: Digital Business Strategist - Mutual FundsJob Summary:We are seeking a highly skilled Digital Business Strategist - Mutual Funds to join our team at Riverforest Connections Private Limited. As a Digital Business Strategist - Mutual Funds, you will be responsible for developing and executing strategies to acquire new clients interested in mutual...

  • Insurance Marketing Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Insurance Marketing Specialist to join our team at Snaphunt. As a key member of our sales and marketing team, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds.The RoleAs an Insurance Marketing Specialist,...

  • Insurance Marketing Specialist

    7 days ago

    Mumbai, Maharashtra, India Snaphunt Full time

    Job SummaryWe are seeking a highly motivated and results-driven Insurance Marketing Specialist to join our team. As an Insurance Marketing Specialist, you will be responsible for developing and implementing effective strategies to attract potential clients for insurance and mutual funds through various channels.Key ResponsibilitiesLead Generation: Develop...

  • Insurance Business Development Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Snaphunt Full time

    Job OverviewAs an Insurance Advisor at Snaphunt, you will play a crucial role in developing and implementing effective strategies to attract potential clients for insurance and mutual funds. Your primary responsibility will be to lead generation, client engagement, and CRM management, ensuring accurate tracking, follow-up, and reporting of client...