Business Development Manager

4 weeks ago

Hyderabad, Telangana, India Pivot Human Capital Full time

Job Overview:

We are seeking a highly motivated and experienced Business Development Manager to join our team at Pivot Human Capital. As a Business Development Manager, you will play a key role in expanding our business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel partners.

Key Responsibilities:

- Build and maintain strong relationships with clients to understand their financial goals and provide tailored financial solutions.

- Develop and manage relationships with channel partners to enhance business opportunities and drive growth.

- Create, develop, and nurture your own network of mutual fund distributors (MFDs) to expand our reach and distribution capabilities.

- Collaborate with channel partners and MFDs to identify and leverage growth opportunities in wealth management and financial services.

- Provide ongoing financial advice on investment strategies, tax planning, and risk management.

- Conduct financial assessments to evaluate client needs and recommend suitable financial solutions. Recommend investment products such as mutual funds, equities, and bonds based on thorough research and market analysis.

- Regularly monitor and review client portfolios, making adjustments based on market conditions and changing client needs.

- Stay updated on market trends, regulatory changes, and economic developments to offer timely advice.

- Collaborate with internal teams (tax advisors, legal professionals, estate planners) to deliver comprehensive financial solutions to clients.

Required Skills and Qualifications:

- Education: MBA or Bachelor's degree in Finance, Economics, Business Administration, or related fields.

- Experience: 5-8 years in business development within AMC, financial services, including wealth management and managing investments.

- Self-motivated and driven, with a passion for growing the business while helping clients achieve their financial goals.

- Strong experience in managing distributor relationships and mutual fund distribution development is a plus.

- Knowledge of financial markets, investment products, and wealth management principles.

- Proficiency in financial tools, CRM systems, and MS Office suite.

- Excellent relationship-building skills, with strong communication and problem-solving abilities.

- Certifications: NISM V A certified Must; additional qualifications such as PMS, IRDA, CFP are added advantage.

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