JOB DESCRIPTION FOR BUSINESS DEVELOPMENT EXECUTIVE/ MANAGER:

Job Summary

Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Mutual Fund and other financial products

Responsibilities and Duties

- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile

- Selling Mutual Fund/ fixed deposits/health insurance/life insurance/portfolio management services/others

- Responsible for building AUM and revenue generation as per company benchmarks

- Responsible for meeting cross sales targets

- Ensuring high quality service and key Customer Relationship Management

- Comply with KYC/SEBI rules, regulations and legislation

Required Experience, Skills and Qualifications

Qualification : Graduate/ Post Graduate/ MBA

Strengths :-

- Positive verbal/written communication – both English and hindi

📌 Business Development Executive (BDE) (Bhilai)
🏢 Omega Financial
📍 Bhilai