Business Development Executive

3 months ago

Ernakulam, India ADVENXA Full time
BusinessDevelopment Executive Financial Planning

Location:KochiKerala

Industry:FinancialServices

Salary:INR 25000 to 35000 permonth

Experience:Minimum 2 years in the BFSIindustry

Education:AnyDegree

Responsibilities:

  1. Followup on leads and actively enroll new clients into our financialplanningservices.
  2. Establishtieups with organizations and associations to conduct educativewebinars seminars and other lead generationactivities.
  3. Coordinateand conduct various lead generation activities to expand the clientbase.
  4. Ensuretimely delivery of services and solutions to existingclients.
  5. Collaboratewith financial planners and operations team to provide promptservice and ensure clientsatisfaction.
  6. Maintainaccurate client records including updates and reports in CRM andother relevantsystems.
  7. Workclosely with financial planners to secure service renewals fromexisting clients and enhance clientretention.
  8. Stayupdated with industry trends and developments to effectivelycommunicate the value proposition of ourservices.
  9. Contributeto the development of marketing strategies and materials to supportbusiness developmentefforts.
  10. Participatein regular meetings and training sessions to enhance productknowledge and salesskills.
  11. Adhereto company policies procedures and ethical standards in allinteractions with clients andstakeholders.



RequirementsMinimumof 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.

Minimum of 2 years of experience in the BFSI industry, preferablyin business development or financial planning roles. Strongcommunication and interpersonal skills to engage with clientseffectively and stakeholders. Proven track record of achievingsales targets and driving business growth. Excellent networkingabilities to establish and maintain relationships with potentialclients and partners. Knowledge of financial products and services,including investment options, insurance, and retirement planning.Ability to work independently and as part of a team in a dynamicand fast-paced environment. Proficiency in using CRM software andother relevant tools for client management and reporting.Results-oriented mindset with a focus on delivering high-qualityservice and exceeding client expectations. Flexibility to adapt tochanging market conditions and business priorities. Commitment tocontinuous learning and professional development in financialplanning and business development.

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