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Job Description

Role:Multiple vacancies for the positions of Executive/Associate/Lead/Manager in Business

Development at ISPL, Vadodara

Profile:Business DevelopmentResponsibilities:

  1. New Business Acquisition through Financial Planning
  2. Client Profiling
  3. Ensure goal based financial planning
  4. Undertaking client meetings and presentations to acquire new business
  5. Enhance and update knowledge about the industry
  6. Relationship Management & Portfolio Management
  7. Maintain, develop and grow relationship with the clients
  8. Cross selling
  9. Tracking, analyzing and monitoring client portfolio
  10. Research & Analysis of various financial instruments
  11. Client
  12. To understand, address and resolve client queries
  13. To undertake form/paper and processing formalities
  14. To ensure smooth business process
  15. Conduct client seminars and events
  16. Investor Awareness program
  17. Corporate workshops
  18. Handholding the clients on technology platforms

Qualification:

MBA/MCom/ PGD with specialization in Finance/Marketing

Experience:0 to 5 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

More Info

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Industry:
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Job ID: 136217813