Financial Services Expert

2 weeks ago


Cochin, Kerala, India Pivot Human Capital Full time

Pivot Human Capital is seeking a seasoned Financial Services Expert to join our team. As a Business Development Manager, you will be responsible for managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel partners.

Salary: The estimated annual salary for this position is ₹13-19 lakhs, depending on experience and qualifications.

Job Description:

About the Role:

- Provide expert advice to clients on investment strategies, tax planning, and risk management.

- 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 the company's reach and distribution capabilities.

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

Key Responsibilities:

  • Provide expert advice to clients on investment strategies, tax planning, and risk management.
  • 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 the company's reach and distribution capabilities.
  • Collaborate with channel partners and MFDs to identify and leverage growth opportunities in wealth management and financial services.

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.

Benefits:

- Competitive salary and bonus structure.

- Opportunities for professional growth and development.

- Collaborative and dynamic work environment.



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