Business Manager

Role Overview:

The Business Manager will be responsible for promoting the entire range of Mutual Fund and Financial Asset products. The role focuses on up-selling Mutual Fund solutions through B2B channels and expanding the client base by generating new leads primarily via referrals. A key responsibility includes acquiring High Net Worth Individual (HNI) clients by targeting affluent segments to increase assets under management (AUM).

Key Responsibilities:

• Promote a comprehensive portfolio of Mutual Fund and Financial Asset products.
• Drive up-selling efforts for Mutual Fund products within business-to-business sales.
• Generate new leads and acquire clients by leveraging referrals, enhancing the overall clientele.
• Target and acquire HNI clients by identifying affluent and super affluent market segments.
• Meet designated business targets related to product up-sell and expand client net worth relationships.
• Forge and sustain long-term partnerships with channel partners.
• Serve as the primary contact point for assigned clients.
• Implement monthly sales plans to acquire new clients and maintain consistent engagement through weekly or monthly client communications.

Eligibility Criteria:

Applicants must hold at least a graduate degree.

Contact Information:

Direct contact: +91-9892371246
Email: [email protected]