Job TitleBusiness Development Manager – Pre-Sales & Operations

CompanyMotwani Finserve – Boutique Wealth Management & Financial Services Firm

Job DescriptionAbout Motwani Finserve

Motwani Finserve is a growing financial-services firm providing solutions across Life Insurance, Health Insurance, Mutual Funds, Financial Planning, PMS, AIF, NPS and related financial products. We are looking for a smart, professional and well-organised Business Development Manager – Pre-Sales & Operations to join our team.

Key Responsibilities

1. Lead Management & Pre-Sales

- Handle incoming leads generated through digital, referral and internal channels.
- Understand client requirements and provide initial information about relevant financial products/services.
- Make outbound calls and conduct structured follow-ups with prospective clients.
- Qualify leads and identify genuine business opportunities.
- Schedule meetings and appointments for senior advisors/management.
- Maintain systematic follow-up until the lead reaches the next stage.
- Ensure no lead or client enquiry remains unattended.

2. Client Coordination

- Communicate professionally with prospective and existing clients through phone, WhatsApp and email.
- Coordinate collection of required information and documents from clients.
- Share product information, illustrations, proposals and other relevant documents as instructed.
- Coordinate between clients, advisors, insurance companies, AMCs and other service providers.
- Maintain regular communication with clients regarding pending requirements and application status.

3. Sales Support

- Assist the senior team in converting qualified leads into business.
- Prepare quotations, proposals, presentations and basic product comparisons.




- Coordinate pre-sales activities and ensure timely completion of client requirements.
- Track each prospect from lead generation to meeting, application and closure.
- Maintain accurate records of business opportunities and their status.

4. Operations & Process Management

- Manage day-to-day sales and client servicing operations.
- Maintain CRM, lead sheets, follow-up records and client databases.
- Track pending applications, documentation, payments, medicals, policy issuance and other process-related activities.
- Coordinate with respective companies/partners for pending cases.
- Ensure proper filing and maintenance of client and business records.
- Prepare daily/weekly MIS and management reports.
- Follow defined internal processes and ensure timely execution of assigned tasks.

5. Team Coordination

- Coordinate closely with senior advisors, relationship managers and management.
- Maintain a daily task and follow-up schedule.
- Escalate important client issues or delays to the concerned senior.
- Assist management in maintaining an organised and efficient sales pipeline.
- Candidate ProfileQualification: Graduate in any discipline; B.Com/BBA/MBA preferred.
- Experience: 2–5 years in pre-sales, business development, relationship management, banking, insurance, financial services, customer relationship or sales operations preferred.




- Excellent verbal and written communication skills.
- Positive command of English and Hindi; knowledge of the local language will be an advantage.
- Good knowledge of MS Excel, Word, PowerPoint, Email and WhatsApp Business.
- Strong follow-up and coordination skills.
- Presentable, professional and confident in dealing with clients.
- Strong organisational and documentation skills.
- Ability to manage multiple leads/tasks simultaneously.
- Self-motivated, disciplined and target-oriented.
- Willingness to learn financial products and industry processes.

Key SkillsPre-Sales | Business Development | Lead Management | Client Coordination | Follow-Ups | Sales Support | CRM | Operations | MIS Reporting | Documentation | MS Excel | Communication Skills

What We Are Looking ForWe are looking for a smart, articulate, organised and proactive professional who can independently manage leads and day-to-day pre-sales operations while working closely with the senior management team.

This is not a pure cold-calling role. The position involves a combination of client interaction, lead conversion support, relationship management, documentation, coordination and business operations.

CompensationSalary: Competitive, based on qualification, experience and suitability.

Incentives: Performance-linked incentives may be applicable.

LocationRaipur, Chhattisgarh

Employment TypeFull-Time | On-Site

Ideal CandidateA candidate who is professionally presentable, excellent at communication, disciplined with follow-ups, comfortable speaking with clients, strong in coordination and capable of taking ownership of operational responsibilities.

📌 Business Development Manager (BDM) (Raipur)
🏢 Motwani Finserve
📍 Raipur