Business Development Associate-PCG

Role & responsibilities

Key Responsibilities

• Acquire new clients through cold calling, referrals, networking, and lead generation.
• Promote financial products such as equity trading accounts, mutual funds, fixed income products, PMS, insurance, and other investment solutions.
• Build and maintain long-term relationships with retail, HNI, and corporate clients.
• Understand clients' financial goals and recommend suitable investment products.
• Achieve monthly and quarterly sales and revenue targets.
• Cross-sell and upsell financial products to existing customers.
• Resolve client queries and coordinate with internal teams for smooth account servicing.
• Stay updated on market trends and provide relevant investment insights to clients.
• Ensure compliance with SEBI regulations and company policies.

Required Skills

• Strong sales, negotiation, and communication skills.
• Excellent relationship-building and customer service abilities.
• Knowledge of financial markets, stock broking, and investment products.
• Ability to work in a target-driven environment.
• Proficiency in MS Office and CRM systems.
• NISM certification is preferred or mandatory for certain roles.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.
• 15 years of experience in sales, stock broking, asset management, banking, or financial services (depending on the role)

Key Performance Indicators (KPIs)

• Number of new client acquisitions.
• Revenue and brokerage generation.
• Sales target achievement.
• Client retention and satisfaction.
• Cross-selling of financial products.