Business Development Manager (BDM)

Position Title: Business & Investment Consultant

Department: Financial Advisory

Location: HYDERABAD

Reporting To: Manager / Branch Manager

Position Overview :We are looking for a dynamic and result-oriented Business & Investment Consultant to acquire and manage clients, including financial distributors, retired employees, housewifes, salaried individuals, and business owners. The candidate will guide clients on suitable investment opportunities and business growth solutions based on their financial goals and risk profile. looking to build an additional sources of income without leaving your current work

Key Responsibilities:

• Understand clients financial goals and risk appetite.
• Provide advisory services on
• Investment planning (Insurance)
• Protection planning
• Wealth creation and retirement planning
• Business expansion and good networking
• Meet people guide them in financial planning build relationships and create unlimited income stream through advisory services
• Develop and present customized financial proposals.
• Build and maintain long-term client relationships.
• Conduct regular follow-ups and review meetings.
• Achieve monthly revenue and investments.
• ability to understand client requirement and good interpersonal skills
• Ensure compliance with company policies and regulatory guidelines.

📍Location Link- https://maps.app.goo.gl/LwvQJ8ZfZgttYvQ5A