BUSINESS DEVELOPMENT EXECUTIVE

Identify and build relationships with professionals and businesses in the candidate's local area.

- Regularly visit:
- Chartered Accountants (CAs)
- Lawyers / Advocates
- Loan Agents / Loan Consultants
- Recruitment Agencies
- Tax Consultants and other professional intermediaries
- Introduce and explain SP Wealth Associates, its services and its value proposition.
- Explain relevant financial products and investment solutions offered by SP Wealth Associates in a simple and professional manner.
- Develop a solid understanding of the company's products and services in order to communicate them effectively.
- Establish and maintain long-term professional relationships with referral partners.




- Make regular follow-up visits and calls to existing contacts to strengthen relationships.
- Identify potential clients through referral partners and generate qualified leads for the SP Wealth team.
- Coordinate with the internal team to ensure that leads are properly followed up.
- Maintain a database of contacts, meetings, referrals and leads generated.
- Continuously expand the local network of professionals and referral sources.
- Achieve monthly targets for meetings, new relationships, referrals and qualified leads.
- Represent SP Wealth Associates professionally and maintain the company's reputation and standards at all times.

📌 Business Development Executive (Thane)
🏢 SP Wealth Associates
📍 Thane