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Join the Henox Capital & Finserv Pvt. Ltd. team as a Full Time Business Development Manager on Erekrut, specializing in Business Development Manager in the Financial Wealth industry. We are seeking talented individuals with a passion for Sales & Marketing and educational qualifications ranging from 4-6 Years.

Apply now on Erekrut to take the next step in your career with a leading global company.

Job Title: Business Development Manager - WEALTH

Location: KAUSHAMBI, GHAZIABAD

Experience: MINIMUM 2 to 5 YEAR

Salary: 3.5 to 6.5 Lakh (Annually)

Job Summary:

The Financial Sales Consultant will be responsible for selling mutual funds, fixed deposits, loans, and insurance products to individual and corporate clients. The role involves client acquisition, relationship management, and financial advisory, ensuring customers receive tailored investment and protection solutions.

Key Responsibilities:

- Sales & Business Development:
- Identify and acquire new clients for mutual funds, FD, loans, and insurance.
- Develop and execute sales strategies to achieve business targets.
- Conduct financial needs analysis and recommend suitable products.

- Client Relationship Management:

- Maintain strong relationships with existing clients to ensure repeat business.
- Provide regular updates on market trends and investment opportunities.
- Address client queries and concerns regarding financial products.

- Product Knowledge & Advisory:

- Stay updated on mutual fund schemes, FD rates, loan offerings, and insurance policies.




- Educate clients on financial planning and risk management.
- Ensure compliance with regulatory guidelines and company policies.

- Reporting & Coordination:

- Maintain accurate records of sales activities and client interactions.
- Collaborate with internal teams for seamless processing of investments and loans.
- Prepare periodic reports on sales performance and market insights.

Qualifications & Skills:

- Bachelor's degree in Finance, Business, or a related field.
- Solid understanding of mutual funds, FD, loans, and insurance products.
- Excellent communication and negotiation skills.
- Ability to build and maintain client relationships.
- Sales-driven mindset with a focus on achieving targets.
- Knowledge of financial regulations and compliance.

Designation

Business Development Manager

Key Skills

B2C & Corporate Client AcquisitionClient Education on Financial ProductsClient Retention & Cross-SellingCRM & Sales Reporting ToolsFD Rates & Term PlanningFinancial Advisory ServicesFinancial Documentation & Record KeepingFinancial Needs AnalysisFinancial Planning & Risk AssessmentFixed Deposit (FD) PromotionHandling Client Queries & ConcernsHealth Insurance SalesInsurance Policies (Life, Health, General)Investment Portfolio ManagementInvestment Processing CoordinationLoan & Insurance Product SalesLoan Products (Personal, Home, Business)MIS & Performance DashboardsMutual Fund SalesMutual Fund Schemes & NAV Understanding

Industry

financial wealth

Functional Area

Sales & Marketing

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

📌 Business Development Manager (Uttar Pradesh)
🏢 Henox Capital u0026 Finserv
📍 Uttar Pradesh