
Business Development Manager
2 days ago
Company Description
FINDOOR is dedicated to helping individuals achieve financial freedom through goal-based financial planning. With over 15 years in the financial industry, we manage assets and portfolios for more than 500 families and corporations, focusing on High Net Worth Individuals and NRIs. Led by our founder, Mr. Sanjay Dubey, who holds a CFPCM certification, we manage a selective portfolio valued at over 150 crores. Our services include insurance, mutual funds, PMS, goal-based financial planning, and portfolio evaluation.
Role Description
This is a full-time, on-site role located in Borivali for a Business Development Manager. The Business Development Manager will be responsible for identifying new business opportunities, establishing relationships with potential clients, and managing existing client portfolios. Daily tasks include market analysis, creating business development strategies, conducting client meetings, and ensuring client satisfaction and retention.
Qualifications
- Bachelor's degree in Business, Marketing, Finance, or a related field
- CFP Certification
- Proven experience in business development, sales, or related roles
- Strong understanding of financial products and services including insurance, mutual funds, and financial planning
- Excellent communication, negotiation, and relationship-building skills
- Ability to work independently and collaboratively within a team
- Proficiency in market analysis and strategic planning
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