Establishing Lasting Business Connections

1 week ago


Kumbakonam, Tamil Nadu, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 15,00,000
Job Title: Business Partnership Specialist

We are seeking an experienced Business Partnership Specialist to play a pivotal role in our organization. The successful candidate will be responsible for building and maintaining strong relationships with clients, providing tailored investment solutions, and identifying new business opportunities.

Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain robust client relationships to understand their financial objectives and deliver customized investment strategies.
    • Conduct thorough needs assessments to identify client requirements and offer personalized advice on mutual fund investments.
    • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
    • Identify new business opportunities through networking, referrals, and other channels.
    • Meet and exceed sales targets consistently by promoting mutual fund products.
  • Market Knowledge & Collaboration:
    • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
    • Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.
Requirements:
  • Experience & Knowledge:
    • Proven experience in business partnership management within the BFSI industry, preferably in mutual funds sales or wealth management.
    • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Skills:
    • Excellent communication, interpersonal, and problem-solving skills.
    • Strong analytical and decision-making skills, with attention to detail and accuracy.
    • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.

The ideal candidate should be able to work effectively in a fast-paced environment and meet sales targets.



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