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05/11 Agnelo Cardozo
Recruitment Manager at Successwrks HR Solutions

Views:61 Applications:19 Rec. Actions:Recruiter Actions:5

Executive/Manager - Business Development - Investment Platform (3-7 yrs)

Delhi Job Code: 97236

Job Title : Business Development Executive/Manager - Delhi


Job Description :


A leading online investment platform for independent financial intermediaries, DIY investors, financial institutions and multi-national companies. They are an internet-based investment products distribution platform, the company requires a Business Development Executive/Manager and the responsibilities include

Job Responsibilities :

- Handling the B2B (business to business) initiative of the company that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling mutual funds and / or insurance / other financial products.

- Exploring opportunities for expanding universe of such existing advisors by introducing Mutual funds/ Life Insurance to other kinds of financial intermediaries (Postal agents, Stock brokers, Tax consultants, etc)

- Conducting training programs for the financial advisors and being actively involved in their development process

- Developing business plans and guiding the advisors in execution of the same

- Business Generation and Opportunity Identification

- Key Account Acquisition, Management and Relationship Building

- Planning, forecasting and reviewing of market trends

- Customer Relationship Management

Key Skills:


- Passionate, driven and result oriented and willing to take ownership

- Aptitude to constantly learn and update oneself with latest developments in the field of investments

- Ability for concept selling

Mandatory : Effective Communication Skills, B2B sales experience. experience in wealth management advisory role for mutual funds, client interaction.

Looking out for candidates from b2b sales, channel sales currently handling IFA channels or from platform sales of mutual funds

Industry: Financial Sector

Gender: Open

Experience: 3 to 5 years of experience

Job Location: Delhi

Working Days: 5 days

Qualification: MBA/Post Graduate

CTC: 7 - 9 LPA

Notice Period: within 30 days

Relocation Candidate - No

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