Business Development Executive - B2C
Sukhmal Fin Consultancy Private Limited
Pune, Maharashtra, India (Hybrid) · Full Time
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- Experience
- Up to 3 yrs
- Salary
- INR 25,000 – INR 40,000 / month
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- Hybrid
- Education
- Graduate or Postgraduate in Business, Commerce, Finance, Marketing or related fields
- Resume
- Required to apply
Where you'll work
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Job description
About RevenUmf.com
RevenUmf.com is a technology-based mutual fund distribution platform that empowers individuals to explore and invest in mutual funds through an easy-to-use digital interface.
Role Summary
We are seeking a Business Development Executive focused on B2C operations to engage with potential and current customers. This position involves understanding client needs, explaining our platform's offerings, and supporting them through their investment journey.
Key Duties
- Initiate customer contact using phone, WhatsApp, email, and other mediums.
- Follow up on leads from digital marketing efforts, referrals, events, and other sources.
- Analyze customer investment requirements and present suitable mutual fund options on RevenUmf.com.
- Clarify platform features, SIPs, and investment procedures in an accessible manner.
- Support customers with account setup, KYC, risk assessment, and onboarding activities.
- Guide users through the platform to finalize mutual fund investments.
- Maintain ongoing communication with engaged prospects and nurture customer relationships.
- Re-engage users who have registered but not yet onboarded or invested.
- Keep detailed logs of interactions, follow-ups, and lead progress using CRM tools.
- Coordinate with internal teams to resolve customer queries and support transaction processes.
- Participate in offline events and corporate initiatives aimed at customer acquisition, when necessary.
- Strive to meet individual and collective targets in business development and client acquisition.
Candidate Profile
- A graduate or postgraduate in fields such as Business, Commerce, Finance, Marketing, or related disciplines.
- 0 to 3 years of experience in business development, client acquisition, relationship management, financial services, or B2C sales.
- Fresh graduates with excellent communication abilities and interest in financial services are encouraged to apply.
- Strong written and verbal communication skills with ease in handling phone conversations and follow-ups.
- Capable of understanding financial products and simplifying explanations for customers.
- Proficient in building rapport and managing customer relationships.
- Self-driven, well-organized, and comfortable working in a results-focused setting.
- Experience in mutual funds, banking, fintech, insurance, or related financial services is a plus.
Benefits
This position offers practical experience in fintech, mutual funds, customer acquisition, and relationship management. Candidates will gain direct interaction with customers and insights into investment requirements, contributing to their understanding of fintech and mutual fund distribution business dynamics.
Minimum education
Bachelor's Degree