Financial Opportunity Specialist

2 weeks ago


Kolkata, West Bengal, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Business Development Manager

Wealth managers drive sales and activation of new business opportunities with Independent Financial Advisors (IFAs), Non-Banking Finance Companies (NBFCs), and Banks.

Key Responsibilities:
  • Meet distributors regularly to identify potential partners for higher business opportunities.
  • Circulate fund updates and product information to respective partners.
  • Collaborate with distributors on marketing activities to increase EduFund's mindshare and visibility.
  • Conduct distributor engagement programs to foster strong relationships.
  • Coordinate with stakeholders for smooth business functioning.
Requirements:
  • In-depth knowledge of Mutual Funds.
  • Mandatory NISM V-A certification.
  • Good excel skills.
  • Positive attitude and strong team culture.
  • Willingness to travel extensively.
  • Proficiency in English and Hindi; knowledge of other regional languages is an added advantage.
  • Minimum 3 years of relevant work experience in the financial industry.
What You Can Expect:
  • Performance-based ESOPs.
  • Health insurance.
  • Statutory benefits like PF & Gratuity.
  • Flexible working structure.
  • Professional development opportunities.
  • Collaborative and inclusive work culture.


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