Business Development Manager

Key Skills

Lead Generation BDM Walk in

Job Description

• To increase business by deepening existing client relationships with cross-sell/upsell

• To acquire new clients and pursue new leads and prospecting

• Organizing customer meets / workshops involving presentations

• Carry other promotional activities for lead generation

• Preparing and executing business plans and strategies to develop business. Job involves monthly targets and quality parameters to be adhered to.

• Providing clients with information on new and existing products and schemes Keeping oneself updated on the financial markets & products

• Client on-boarding, Account opening, etc.

• Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required.

• Maintain customer contact and handle service issues & Customer queries

• Prepare KYC, MIS and other relevant reports from time to time.

• Handle official telephonic calls/emails//Zoom and client visits to his/her office or residence and ensure proper follow-up is made on the enquiries generated.
  • Experience

    0 - 3 Years

  • No. of Openings

    2

  • Education

    Any Bachelor Degree

  • Role

    Business Development Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Mfins Pvt. Ltd

MFINS PVT.LTD. started in 2011 with a objective of helping clients in achieving their financial goals with effective, easy and smart investment planning. At present we cater to over 600 satisfied clients. We have a team comprising of certified financial planners, Mutual Fund, Ex-bankers and Insurance consultants recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial services, having highly qualified and experienced team. Our core purpose is to provide financial solutions by convenient mode & thereby make people enjoy a financially secured life.
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