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Business Development Manager - Financial Services

Business Development Manager - Financial Services

Velgha Learning SolutionsChennai, India
28 days ago
Job description

Key Responsibilities :

  • Close new clients for locker services and investment products including FDs, NCDs, and MFs.
  • Support Branch Heads (BH) in building and nurturing relationships with HNI clients by understanding their financial needs and delivering customized solutions.
  • Collaborate with Customer Service teams to identify and convert cross-selling opportunities during client interactions.
  • Promote fixed deposits (FDs) and non-convertible debentures (NCDs) to both individual and corporate clients.
  • Meet and exceed sales targets for locker occupancy, FD / NCD mobilization, MF sales, and HNI acquisitions.
  • Work closely with marketing and operations teams to organize client engagement campaigns, seminars, and other outreach activities.
  • Track and report on lead conversions, target achievements, and provide regular feedback on client needs and market trends.
  • Ensure adherence to RBI / SEBI regulations and NBFC compliance requirements in all sales and client management activities.

Key Result Areas :

  • Achievement of revenue targets and business goals.
  • Successful lead conversion and client acquisition.
  • Effective relationship management and cross-selling to maximize client value.

    • Key Competencies :

  • Strong sales, negotiation, and influencing skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Good understanding of debt instruments, locker services, and HNI financial requirements.
  • Client-focused approach with ability to develop and maintain long-term relationships.
  • Working knowledge of RBI and SEBI regulations related to NBFC deposits and services.
  • Experience with CRM systems and sales tracking tools.
  • High standards of ethics and integrity in client dealings.

    • Educational Qualifications :

  • Graduate or Postgraduate degree in Finance, Marketing, Business Administration, or a related field.
  • 3-5 years exp in business development, preferably in NBFCs, banks, or financial services focusing on HNI clients.

    • (ref : iimjobs.com)

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