Business Development Manager | B2B Wealth

Job Title: Business Development Manager - B2B Wealth

Location: Bengaluru, Chennai, Hyderabad

Salary: + Lacs Plus and Yearly Bonus (performance linked)

Benefits: Health & PA Insurance for self and dependents, Other Statutory benefits

Prior Work Experience:Minimum 3 Years in B2B Wealth (sales), Client acquisition (B2B)

Company Overview:

We are a leading financial services company specializing in bonds, mutual fund, and portfolio management services (PMS) products. Our company is committed to providing our employees with opportunities for professional growth and development.

Job Summary:

As the Business Development Manager for B2B Wealth, you will be responsible for expanding our B2B network and onboarding direct clients (B2C) to increase our client base. Your main responsibility will be to meet and onboard new partners/sub-brokers for investing in Fixed Income Products and Mutual Funds.

Key Responsibilities:

• Expand B2B network by meeting and onboarding new partners/sub-brokers for Fixed Income Products and Mutual Funds

• Onboard and service IFAs (Independent Financial Advisors), sub-brokers, and channel partners to increase our reach

• Regularly visit potential partners/sub-brokers and conduct cold calls to arrange meetings to prospect for new business

• Respond to incoming mail and phone inquiries in a timely and efficient manner

Key Performance Indicators (KPIs):

• Meet or exceed monthly sales targets for Fixed Income Products and Mutual Funds

• Expand our B2B network by onboarding a minimum of 5 new partners/sub-brokers per month

• Increase our client base by onboarding a minimum of 20 new direct clients (B2C) per month

Desired Experience & Exposure:

• Minimum of 3 years of experience in selling financial products through sub-broker/channel partner models, preferably in mutual fund and bonds

• Experience in onboarding and servicing IFAs (Independent Financial Advisors), sub-brokers, and channel partners

Mandatory Skills:

• Excellent communication skills, both verbal and written

• Strong relationship management skills and ability to sell financial products

• Good knowledge of financial products and market trends

Internal Growth and Development Opportunities:

We are committed to providing our employees with opportunities for professional growth and development. As a Business Development Manager, you will have the opportunity to:

• Attend regular training and development programs to enhance your skills and knowledge

• Participate in cross-functional projects to gain exposure to different areas of the business

• Be considered for internal promotions and advancement opportunities as they arise

Join our team and take your career to the next level