Job Overview

We are looking for a dynamic and result-oriented Head of Business Development to drive business growth, client acquisition, and revenue generation across Retail and Corporate segments. The role involves leading business development initiatives, managing sales teams, building strategic partnerships, and expanding the organizations market presence in the financial services and wealth management sector.

Key Responsibilities

- Develop and execute business development strategies aligned with organizational goals.
- Achieve monthly, quarterly, and annual business targets across Investments, Loans, Trading, and related financial products.
- Acquire and manage relationships with HNIs, UHNIs, institutional, retail, and corporate clients.
- Lead, mentor, and develop business development teams across Retail and Corporate verticals.
- Drive client acquisition, retention, relationship deepening through 3-layer Architecture, and identify cross-selling opportunities.
- Create and implement effective sales processes, business plans, and market expansion strategies.
- Monitor market trends, competitor activities, and client requirements to refine business strategies.
- Conduct portfolio reviews and coordinate with advisory, operations, product, and compliance teams for seamless client servicing.




- Develop marketing initiatives including seminars, presentations, networking events, and digital campaigns.
- Drive CRM implementation, data analytics, and performance reporting to improve sales effectiveness.
- Contribute to organizational strategy, innovation, and business planning as part of the leadership team.

Requirements

- MBA / Master’s Degree in Business Administration, Finance, or related field.
- 7+ years of experience in Business Development, Wealth Management, or Financial Services.
- Strong understanding of financial products such as Mutual Funds, PMS, AIFs, Insurance, Structured Products, Loans, and Trading solutions.
- Proven leadership and team management experience.
- Strong network among HNIs, UHNIs, and corporate clients.
- Excellent communication, negotiation, leadership, and relationship management skills.
- Ensure Team Productivity and Retention
- Ability to work in a target-driven and fast-paced environment.

Preferred Skills

- Certifications such as NISM, CFP, or CFA will be an added advantage.
- Experience with CRM tools, sales analytics, and digital acquisition strategies.
- Robust strategic thinking and execution capabilities.

📌 Head Business Development (Kochi)
🏢 THE Trinity International
📍 Kochi