Business Development Executive

Job Title: Business Manager – Financial Services

Job Overview

We are looking for a dynamic and result-oriented ••Business Manager•• to drive business growth by generating leads, converting prospects into clients, and managing long-term client relationships. The role involves selling financial products such as ••investment instruments and insurance solutions••, along with providing financial insights and analytics-based reports to clients. The candidate will also be responsible for post-sales service and maintaining strong client engagement.

Key Responsibilities

1. Lead Generation & Business Development

• Identify and generate new business opportunities through networking, referrals, digital platforms, and direct outreach.

• Build and maintain a strong pipeline of prospective clients.

• Conduct meetings, presentations, and consultations with potential clients.

2. Sales & Client Acquisition

• Understand client financial needs and recommend suitable ••investment and insurance products••.

• Convert leads into customers through effective financial advisory and relationship building.

• Achieve monthly and quarterly sales targets.

3. Financial Advisory & Product Sales

• Promote and sell financial instruments such as:

• Mutual Funds

• Insurance Products (Life & Health)

• Investment Plans

• Wealth Management Solutions

• Provide basic ••financial analysis and investment insights•• to clients.

4. Client Relationship Management

• Build long-term relationships with clients through regular follow-ups and service.

• Provide post-sales support including policy servicing, portfolio review, and updates.

• Address client queries and ensure high levels of customer satisfaction.

5. Financial Reporting & Analysis

• Prepare and present ••financial analytics reports and portfolio reviews•• for clients.

• Assist clients in understanding their financial performance and future planning.

• Maintain proper documentation and CRM records of clients.

Required Skills

• Strong ••communication and interpersonal skills••

• Sales and negotiation abilities

• Client relationship management

• Basic ••financial and investment knowledge••

• Analytical thinking and problem-solving

• Networking and business development skills

Qualification

• Bachelor’s Degree in ••Finance, Business Administration, Commerce, or related field••

• Certification in finance, investment, or insurance (preferred but not mandatory)

Experience

• ••0–5 years of experience•• in financial services, sales, or relationship management

• ••Freshers with strong sales aptitude may also apply••

Key Performance Indicators (KPIs)

• Number of leads generated

• Conversion ratio

• Revenue generated from financial products

• Client retention and satisfaction

• Portfolio growth

Compensation

• Performance-Based Incentives

• Sales commissions and growth incentives

• It is a Both Sales / Business Development job for candidates with 0 - 5 years of experience.