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    Job · 15357971

    Nexxora Innovation and Tech Solutions Pvt. Ltd logo

    Business Development

    Nexxora Innovation and Tech Solutions Pvt. Ltd · Vadodara · onsite · Posted 48d ago

    Undisclosed0–3 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Role: Business Development


    Responsibilities:

    1. New Business Acquisition through Financial Planning

    a. Client Profiling

    b. Ensure goal based financial planning

    c. Undertaking client meetings and presentations to acquire new business

    d. Enhance and update knowledge about the industry

    2. Relationship Management & Portfolio Management

    a. Maintain, develop and grow relationship with the clients

    b. Cross selling

    c. Tracking, analyzing and monitoring client portfolio

    d. Research & Analysis of various financial instruments

    3. Client Servicing and Processing

    a. To understand, address and resolve client queries

    b. To undertake form/paper and processing formalities

    c. To ensure smooth business process

    4. Conduct client seminars and events

    a. Investor Awareness program

    b. Corporate workshops

    5. Handholding the clients on technology platforms

    Qualification:

    • MBA/ PGD with specialization in Finance/Marketing

    Experience:

    • 0 to 3 years

    Other Desirables:

    • Excellent communication and presentation skills
    • Possess strong convincing power
    • Computer Literate and expert in MS Word, Excel, Power point
    • Proficiency in English, Hindi and Gujarati
    • Two-Wheeler a must

    Sourced from naukri

    Skills

    Mutual FundsBusiness DevelopmentWealth ManagementLoanInsurance

    Business Development · waiting for your command