Business Development Manager - Financial Services

Key Responsibilities:

- Close new clients for locker services and investment products including FDs, NCDs, and MFs.

- Support Branch Heads (BH) in building and nurturing relationships with HNI clients by understanding their financial needs and delivering customized solutions.

- Collaborate with Customer Service teams to identify and convert cross-selling opportunities during client interactions.

- Promote fixed deposits (FDs) and non-convertible debentures (NCDs) to both individual and corporate clients.

- Meet and exceed sales targets for locker occupancy, FD/NCD mobilization, MF sales, and HNI acquisitions.

- Work closely with marketing and operations teams to organize client engagement campaigns, seminars, and other outreach activities.

- Track and report on lead conversions, target achievements, and provide regular feedback on client needs and market trends.

- Ensure adherence to RBI/SEBI regulations and NBFC compliance requirements in all sales and client management activities.

Key Result Areas:

- Achievement of revenue targets and business goals.

- Successful lead conversion and client acquisition.

- Effective relationship management and cross-selling to maximize client value.

Key Competencies:

- Strong sales, negotiation, and influencing skills.

- Excellent communication, presentation, and interpersonal skills.

- Good understanding of debt instruments, locker services, and HNI financial requirements.

- Client-focused approach with ability to develop and maintain long-term relationships.

- Working knowledge of RBI and SEBI regulations related to NBFC deposits and services.

- Experience with CRM systems and sales tracking tools.

- High standards of ethics and integrity in client dealings.

Educational Qualifications:

- Graduate or Postgraduate degree in Finance, Marketing, Business Administration, or a related field.

- 3-5 years exp in business development, preferably in NBFCs, banks, or financial services focusing on HNI clients.