Business Development Manager (BDM)

About the Role

We are seeking a Business Development Manager to join our team in Jaipur, specializing in Financial Services, Wealth Management, and Stock Broking sectors. This full-time position offers a salary range of approximately 3.4 to 4.5 lakhs per annum. The role involves prospecting and acquiring clients for diverse financial products.

Key Responsibilities

• Generate potential client leads using techniques such as cold calling, leveraging referrals, networking events, field visits, and digital marketing channels.
• Secure new Demat and Trading Account customers.
• Market a variety of financial instruments including Mutual Funds, Systematic Investment Plans (SIPs), Equity Investments, Initial Public Offerings (IPOs), Portfolio Management Services (PMS), and Bonds.
• Conduct meetings with clients to assess their investment needs and financial objectives.
• Develop and sustain strong engagement with High Net Worth Individuals (HNIs), retail investors, and corporate clientele.
• Meet or surpass monthly goals related to revenue generation and account acquisitions.
• Collaborate with internal departments to facilitate smooth onboarding processes and documentation handling.
• Maintain consistent follow-ups with both new prospects and existing clients.
• Stay informed about current market trends and potential investment opportunities.
• Prioritize client satisfaction and retention through exemplary service.

Required Skills & Qualifications

• Excellent communication and presentation abilities.
• Strong negotiation and persuasion skills.
• Result-driven approach with proven target achievement.
• Familiarity with stock markets, mutual funds, SIPs, and related financial products.
• Competence in managing client relationships and handling diverse client needs.
• Basic knowledge of processes related to Demat and Trading Accounts.
• Proficiency in Microsoft Excel, Customer Relationship Management (CRM) software, and online sales platforms.

Preferred Profile

• Graduates in any field; MBA or PGDM qualifications are favored.
• Experience within Financial Services sectors such as Banking, Insurance, Wealth Management, Stock Broking, or Investment Advisory is an advantage.
• Fresh graduates with strong sales skills and enthusiasm are encouraged to apply.
• Possession of NISM certification will be considered beneficial.