Business Development- Operations

Job Title

Business Development Back Office | Broking Vertical

Job Overview

We are looking for a detail-oriented and proactive professional to support the Business Development team in the Broking Vertical. The role will focus on back-office coordination, data management, MIS reporting, client and sales support, and ensuring smooth execution of business development activities.

Key Responsibilities

• Provide back-office support to the Business Development and Broking teams.
• Maintain and update client, lead, and business development databases.
• Prepare daily, weekly, and monthly MIS reports related to sales, leads, conversions, and revenue.
• Coordinate with internal teams such as Sales, Operations, Compliance, and Finance for timely closure of requirements.
• Track leads, follow-ups, client onboarding, and business pipeline.
• Ensure accurate documentation and timely processing of client-related requirements.
• Monitor and maintain records of business transactions and activities.
• Support the team in preparing presentations, business reports, and performance analysis.
• Identify gaps in processes and coordinate with relevant teams for resolution.
• Handle routine queries and provide timely updates to stakeholders.
• Maintain confidentiality and accuracy of business and client information.

Required Skills

• Good knowledge of MS Excel and MIS reporting.
• Strong analytical and data-management skills.
• Good communication and coordination abilities.
• Attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Basic understanding of the stock broking/financial services industry.
• Knowledge of CRM or business reporting tools will be an advantage.

Qualification & Experience

• Graduate in any discipline; preferably in Finance, Commerce, Business Administration, or a related field.
• 1–4 years of experience in back-office, business development support, sales coordination, MIS, or broking/financial services.
• Candidates with experience in the broking, capital markets, wealth management, or BFSI sector will be preferred.

Key Competencies

• Data accuracy and attention to detail
• Stakeholder management
• Analytical thinking
• Time management
• Problem-solving
• Team collaboration
• Ownership and accountability