Business Development Role - Wealth Platform (2-8 Yrs) Gujarat (BFSI Sales)

Job Overview:We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgages, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue.Key Responsibilities:Client Acquisition & Relationship Management- Identify, acquire, and manage retail and HNI clients for various financial products.- Conduct need analysis and recommend appropriate financial solutions to clients.- Maintain strong, long-term relationships with clients, ensuring high satisfaction and retention.- Act as a trusted advisor, providing updates on product performance and market insights.Partner Onboarding & Engagement- Identify and onboard new distribution partners including IFAs, brokers, insurance agents, and wealth managers.- Train partners on product features, compliance guidelines, and selling techniques.- Develop engagement programs to keep partners motivated and aligned with business goals.Sales & Business Development- Drive revenue growth across product lines through targeted sales and marketing strategies.- Develop and execute cross-sell and upsell campaigns across the client and partner base.- Expand market penetration by identifying new geographies, segments, and opportunities.- Meet and exceed sales targets and performance metrics.Market Intelligence & Strategy- Keep abreast of industry trends, competitor activities, and regulatory changes.- Provide feedback to the product and marketing teams to refine offerings and go-to-market strategies.- Use data and analytics to identify growth opportunities and optimize conversion rates.Key Requirements:- Bachelor s degree in Finance, Business Administration, or related field (MBA/CFP preferred).- Proven track record in sales/business development in financial services.- Strong network of clients and/or channel partners within the financial product ecosystem.- 2-8 years of experience in financial services sales/business development, preferably in Banks, AMCs insurance, or wealth management role. (ref:updazz.com)

Payroll Type : Permanent