Business Development Executive (BDE)

JOB DESCRIPTION FOR BUSINESS DEVELOPMENT EXECUTIVE/ MANAGER:

Job Summary

 Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund and other financial products

 Responsibilities and Duties

 - Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile

 - Selling Mutual Fund/ fixed deposits/health insurance/life insurance/portfolio management services/others

 - Responsible for building AUM and revenue generation as per company benchmarks

 - Responsible for meeting cross sales targets

 - Ensuring high quality service and key Customer Relationship Management

 - Comply with KYC/SEBI rules, regulations and legislation

 Required Experience, Skills and Qualifications

 Qualification : Graduate/ Post Graduate/ MBA

Strengths :-

 - Good verbal/written communication – both English and hindi