- Identify and develop new business opportunities through calls, networking, referrals, social media, and other channels.
- Generate and follow up on leads and prospective clients.
- Build and maintain strong relationships with clients, distributors, and business partners.
- Understand client requirements and communicate suitable financial products/services as per company guidelines.
- Achieve assigned business development and revenue targets.
- Conduct regular follow-ups with prospective and existing clients.
- Coordinate with the research, back-office, and sales teams for smooth client servicing.
- Maintain accurate records of leads, follow-ups, meetings, and conversions in the CRM/company system.
- Develop and maintain a solid professional network to generate recurring business opportunities.
- Stay updated with mutual fund, financial market, and industry developments.
- Represent ShareBrother Financial professionally during client meetings, events, and other business activities.
- Ensure all client communication and business activities follow applicable company policies and regulatory guidelines.
- Prepare regular reports on lead generation, conversions, and business performance.
- Contribute ideas to improve customer acquisition, distributor engagement, and business growth.
Preferred Skills
- Strong communication and interpersonal skills
- Sales and relationship-building mindset
- Good follow-up and negotiation skills
- Basic understanding of Mutual Funds / Financial Markets preferred
- Ability to work independently and achieve targets
- Good knowledge of MS Excel, Google Sheets, and CRM tools
- Freshers with strong communication and a willingness to learn may also apply.