A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention.

Roles Responsibilities

- Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.

- Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees.

- Actively engage with clients, explain product perks, and persuade them to make informed decisions about their financial options.

- Develop strategies to attract new clients through networking, referrals, and community events.

- Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty.





- Business conversion of all the newly acquired franchisees.

- Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition.

- Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies.

Role: Business Development Executive (BDE),

Industry Type: Investment Banking / Venture Capital / Private Equity,

Department: Sales & Business Development,

Employment Type: Full Time, Permanent

Role Category: BD / Pre Sales

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills revenue generation client acquisitionmarketingsalesbusiness developmentinsurance productsfinancial securitynetworkingfinancial institutionsales and marketingclient satisfactionmarketing strategies

📌 Revenue Generation Executive (Mumbai)
🏢 Lakshmishree Investment u0026 Securities
📍 Mumbai