Business Development Professional

7 days ago


Mumbai, Maharashtra, India upGrad Rekrut Full time

Job Overview

We are seeking a highly skilled Business Development Professional to drive sales growth and enhance client relationships. This professional will be responsible for up selling Mutual Fund products to Retail/HNI clients based on assigned databases.

Key Responsibilities:

  • Achieve business targets by up selling products and upgrading client net worth relationships
  • Profile customers and provide financial products that meet their needs
  • Promote the highest levels of service to HNI clients
  • Offer investment planning and advice
  • Meet sales and revenue targets across various product mixes
  • Serve as a single point of contact for assigned customers
  • Acquire and service high net worth individuals and ultra high net worth individuals

Requirements:

  • NISM certification with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds
  • 5+ years of experience in banking, broking, asset management, or wealth management industries

Preferred Location:

Mumbai, Chennai, Hyderabad

Benefits of this Role:

  • Opportunity to work with high net worth clients and contribute to the growth of the company
  • Chance to develop skills in sales, relationship management, and financial planning


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