
Business Development Manager in Pune
2 days ago
Key Responsibilities
This is a full-time role based out of Pune. The person will be responsible for:
- Generate Leads and establish contact with mutual fund distributors, income tax professionals, and chartered accountants.
- Give them information about Tata AIA and AIG, and business opportunities for them with these two institutions.
- Convince them to join these as advisors/agency partners.
- Complete documentation, training, schedule their exam, and complete onboarding.
- Help them commence their initial business.
- Creating daily content for digital marketing and posting on social media platforms.
About Company: Money n Wealth is a financial platform that helps serve your various needs in the personal finance space and provides you with personal financial products and services. Being a SEBI-registered MFD, we offer personalized financial planning services to individuals and families. We undertake a comprehensive review of our customer's personal financial profiles and future financial goals to help them to take the best possible, financial and investing decisions with their unique individual needs. The risk & financial profiling of each client is carried out in a scientific manner so that solutions are best suited for their profile.
For financially savvy people, we help them in the investment world by connecting to various instruments to invest and maintain their complete portfolio in one place for better management and control, both from the perspective of Investment and withdrawal.
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