Financial Planning Strategist

3 weeks ago


Cochin, Kerala, India ADVENXA Full time
Business Development Executive Job Description

At ADVENXA, we are seeking a highly skilled Business Development Executive to join our team. The ideal candidate will have a strong background in financial planning and business development, with a proven track record of driving business growth and exceeding sales targets.

Key Responsibilities:

  1. Lead Generation: Develop and execute strategies to identify and pursue new business opportunities in the financial services sector.
  2. Client Engagement: Build and maintain strong relationships with clients, understanding their business needs and delivering tailored solutions to meet their financial planning requirements.
  3. Business Development: Collaborate with cross-functional teams to develop and implement business growth strategies, leveraging industry knowledge and market trends to drive revenue growth.
  4. Team Collaboration: Work closely with financial planners, operations teams, and other stakeholders to ensure seamless delivery of services and solutions to clients.
  5. Knowledge Management: Stay up-to-date with industry trends and developments, sharing knowledge and best practices with the team to drive business excellence.

Requirements:

  • Minimum 2 years of experience in the BFSI industry, preferably in business development or financial planning roles.
  • Strong communication and interpersonal skills to engage with clients and stakeholders effectively.
  • Proven track record of achieving sales targets and driving business growth.
  • Excellent networking abilities to establish and maintain relationships with potential clients and partners.

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment


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