Company Description Vinfyn Advisory is a financial advisory firm dedicated to helping individuals, families, and businesses gain clarity, confidence, and direction in their financial lives. The firm focuses on areas such as financial health assessments, financial and investment planning, insurance and protection planning, retirement planning, loan advisory, and goal-based financial planning. At the core of its approach is the VFI™ – Vinfyn Financial Health Index, a structured framework that helps clients understand their financial strengths, vulnerabilities, and priorities. By starting with a clear assessment of financial health, Vinfyn Advisory supports clients in making informed decisions and improving their overall financial wellness.
Role Description The Business Development Specialist will focus on expanding Vinfyn Advisory's client base and strengthening relationships with individuals, families, and businesses in Hyderabad. This contract, on-site role involves identifying and qualifying leads, conducting market research to understand client segments, and presenting Vinfyn's financial health assessment and advisory services to prospective clients. The specialist will engage in regular client meetings, follow-up communications, and collaboration with advisory team members to convert leads into long-term relationships.



Daily responsibilities include maintaining a structured sales pipeline, tracking outreach activities, supporting client onboarding, and providing high-quality customer service to ensure a positive client experience.
Qualifications

- Candidates should possess strong Analytical Skills and the ability to interpret financial and market data for business growth.
- Candidates should possess transparent and professional Communication skills for client engagement, presentations, and collaboration with internal teams.
- Candidates should possess proven Lead Generation capabilities, including prospecting, networking, and managing a sales pipeline.
- Candidates should possess Market Research skills to identify target segments, understand client needs, and track competitive offerings.
- Candidates should possess Customer Service skills to build trust, handle queries, and support clients through the advisory process.
- Relevant experience in business development, sales, or financial services is highly beneficial.
- Knowledge of personal finance, investments, insurance, or financial planning practices is an advantage.
- Bachelor's degree in Business, Finance, Marketing, or a related field preferred, or equivalent practical experience.
- Ability to work on-site in Hyderabad, manage time effectively, and meet performance targets and deadlines.

📌 Business Development Specialist (Secunderabad)
🏢 Vinfyn Advisory
📍 Secunderabad