Position: Business Development Officer (BDO)

Department: Business Development & Relationship Management

Company: Doctor Wealth Financial Services Pvt. Ltd.

1. Job Purpose

To develop and expand the company's business through the Associate Channel, maintain strong relationships with existing clients, and acquire new clients by promoting the company's financial products and services.
1. Key Roles & Responsibilities

A. Associate Channel Development & Management

- Identify and recruit new business associates, referral partners and sub-brokers.
- Develop and maintain strong relationships with existing associates.
- Regularly visit and communicate with associates to generate business.
- Support associates in client onboarding, documentation and transaction processing.
- Provide product updates, training and business development support.
- Monitor associate-wise business performance and achieve assigned targets.
- Encourage existing associates to increase business productivity.

B. Existing Client Relationship Management

- Maintain regular contact with existing clients and understand their financial requirements.
- Build long-term relationships and ensure client satisfaction.
- Identify opportunities for additional investments and cross-selling.
- Promote Mutual Funds, SIPs, SWPs, Equity Trading, Demat Accounts, Bonds, PMS, AIF and Insurance products.
- Follow up on pending transactions, service requests and client queries.
- Generate referrals from existing clients.

C. New Client Acquisition

- Identify and approach potential clients through direct marketing, references and networking.
- Generate new business leads and convert them into clients.
- Conduct client meetings and explain the company's financial products and services.




- Develop business opportunities among professionals, business owners, NRIs and other potential investors.
- Conduct regular follow-ups to convert prospective clients.
- Achieve monthly and quarterly new client acquisition targets.

D. Business Development & Reporting

- Achieve assigned monthly business and revenue targets.
- Develop new business opportunities in the assigned territory.
- Maintain daily activity reports, lead databases and client follow-up records.
- Submit regular business development and performance reports to management.
- Coordinate with the operations and investment teams for smooth client servicing.

1. Key Performance Indicators (KPIs)

- Number of new associate additions.
- Business generated through the associate channel.
- Number of new clients acquired.
- Growth in existing client investments.
- Mutual Fund AUM and SIP business growth.
- Equity trading and Demat account activation.
- Client retention and relationship management.
- Achievement of monthly business targets.

1. Required Skills & Qualifications

- Graduate in any discipline; Finance or Business Administration preferred.
- Good communication and interpersonal skills.
- Knowledge of Mutual Funds, Stock Market and financial products is an advantage.
- Strong networking, negotiation and convincing skills.
- Ability to generate leads and convert prospects into clients.
- Willingness to travel and meet clients and business associates.
- Self-motivated, target-oriented and capable of working independently.

1. Reporting

Reports to: Business Development Head / Management. Primary Focus: Associate Channel Development + Existing Client Relationship Management + Recent Client Acquisition.

Pay: ₹12,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Business Development Officer (BDO) (Kottayam)
🏢 Doctor wealth Financial Services
📍 Kottayam