Team Lead - Business Development

**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