Role & responsibilities

1. Franchisee Engagement & Client Acquisition
- Drive recent client acquisition for acquired franchisees by executing hyperlocal engagement activities.
- Organize and manage events in premium residential societies and local communities to target HNI clients.
- Support franchisees in client onboarding, profiling, and business activation.

2. Revenue Generation & Business Support
- Drive growth for overall revenue generation for the franchisee partner.
- Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration.
- Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals(HNIs) within the partner network and drive their engagement and growth.

3. Knowledge Transfer & Product Penetration
- Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops.
- Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners.

4.



Business Acumen & Relationship Management
- Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support.
- Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization.

5. Compliance, Audit & Partner Satisfaction
- Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues.
- Conduct regular compliance audits and hygiene checks using standardized formats.
- Work in alignment with internal policies and regulatory frameworks.

Preferred candidate profile
- Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition).
- Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services.
- Location Knowledge: Famil

📌 Business Development Manager (Bhopal)
🏢 Genius Consultants
📍 Bhopal