Key Responsibilities
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
Robust 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
Positive knowledge of MS Excel, Google Sheets, and CRM tools
Freshers with strong communication and a willingness to learn may also apply.