Business Development Officer
3 weeks ago
Location:KochiKerala
Industry:FinancialServices
Salary:INR 25000 to 35000 permonth
Experience:Minimum 3 years in the BFSIindustry
Education:AnyDegree
Responsibilities:
- Followup on leads and actively enroll new clients into our financialplanningservices.
- Establishtieups with organizations and associations to conduct educativewebinars seminars and other lead generationactivities.
- Coordinateand conduct various lead generation activities to expand the clientbase.
- Ensuretimely delivery of services and solutions to existingclients.
- Collaboratewith financial planners and operations team to provide promptservice and ensure clientsatisfaction.
- Maintainaccurate client records including updates and reports in CRM andother relevantsystems.
- Workclosely with financial planners to secure service renewals fromexisting clients and enhance clientretention.
- Stayupdated with industry trends and developments to effectivelycommunicate the value proposition of ourservices.
- Contributeto the development of marketing strategies and materials to supportbusiness developmentefforts.
- Participatein regular meetings and training sessions to enhance productknowledge and salesskills.
- Adhereto company policies procedures and ethical standards in allinteractions with clients andstakeholders.
Requirements
- Minimumof 2 years of experience in the BFSI industry preferably inbusiness development or financial planningroles.
- Strongcommunication and interpersonal skills to engage with clientseffectively andstakeholders.
- Proventrack record of achieving sales targets and driving businessgrowth.
- Excellentnetworking abilities to establish and maintain relationships withpotential clients andpartners.
- Knowledgeof financial products and services including investment optionsinsurance and retirementplanning.
- Abilityto work independently and as part of a team in a dynamic andfastpacedenvironment.
- Proficiencyin using CRM software and other relevant tools for clientmanagement andreporting.
- Resultsorientedmindset with a focus on delivering highquality service andexceeding clientexpectations.
- Flexibilityto adapt to changing market conditions and businesspriorities.
- Commitmentto continuous learning and professional development in financialplanning and businessdevelopment.
sales or marketing experience in Investment sector, bank and BFSI.Knowledge of financial products.
Education
DegreeMandatory
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