
Financial Services Development Lead
3 days ago
Role Summary: We're seeking an experienced Business Development Manager to lead our Fixed Deposit Mobilization efforts. As a key member of our sales team, you'll source funds, manage investment portfolios, and ensure exceptional client relationships.
Key Responsibilities:
- Sourcing and Relationship Building:
Engage potential clients, leverage your expertise in financial markets, and build relationships to secure new business.
Market Strategy Development:Collaborate with cross-functional teams to develop and execute market strategies that drive deposit mobilization, aligning with company objectives.
Client Conversion and Upselling:Foster strong relationships with existing clients, upsell pre-qualified retail clients to other services, and deliver exceptional customer experiences.
Reporting and Compliance:Generate weekly and monthly reports on prospect conversion progress, maintaining accurate records and ensuring timely submission.
Requirements:
- Bachelor's degree in Marketing or a related field.
- A minimum of 7 years of experience in a similar role, preferably within the financial industry.
- Strong communication, presentation, and relationship management skills.
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Financial Services Development Lead
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