MFINS PVT LTD jobs - Business Development Manager

MFINS Pvt Ltd. is a Financial Product Distributor dealing into Equities, Mutual Funds, Life & General Insurance, Peer to Peer Lending, Corporate FDs, NCDs, Bonds, Home Loans, etc. 

BDM:

·       has opportunity to grow with the organisation and make a mark in the financial services field.

·       gets opportunity to work over the entire region and create footprints

·       works with the best in the industry in terms of offerings 

Job Description 

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

·       To acquire new HNI clients and pursue new leads and prospecting from open market.

·       Organizing customer meets / workshops involving presentations

·       Put up stalls and 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/skype/Zoom and client visits to his/her office or residence and ensure proper follow-up is made on the enquiries generated. 

Eligibility / Qualification:

·       Graduate or a Post Graduate with experience of 1-2 years. Ideal experience should be in equity broking/financial services field.

·       NISM – Series V-A Module certified or willingness to undergo tests sooner.

·       Understanding of Financial Market and other related aspects.

·       Sound knowledge of MS Office (Word / PowerPoint / Excel) and Computer

·       Basic understanding of email Etiquettes – Drafting and responding to client queries

·       Ability to communicate effectively, both written and spoken

·       Ability to use various information and technology tools, to conduct business efficiently

·       Positive attitude; team player and above all being genuine, truthful and rational.

·       Proactive approach and ownership are important for success in financial industry start-up environment.

·       Should have own vehicle to move around Pune.