Team Lead - Business Development
Nexxora Innovation and Tech Solutions Pvt. Ltd · Vadodara · onsite · Posted 45d ago
About a minute. You'll make an account on the way through.
About this role
Role:Team Lead - 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/M.com with specialization in Finance/Marketing
Experience:
- 3-7 years
Other Desirables:
- Experience of Managing team
- 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