Lead- Telecalling, Digital Business

Pocketful

Delhi

On-site

INR 600,000 - 900,000

Full time

14 days+
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Job summary

A financial services firm in Delhi is seeking a Business Development Manager with 3-10 years of experience to drive client acquisition and retention. The ideal candidate should possess a bachelor's degree in business or marketing and have strong knowledge of the stock market. Responsibilities include managing client relationships, acquiring new customers, and enhancing customer satisfaction through effective service. The role demands excellent communication, organizational skills, and the ability to multi-task in a dynamic environment.

Qualifications

  • 3-10 years of work experience required.
  • Good knowledge of the stock market and share market is essential.
  • Ability to manage complex projects and multi-task.
  • Excellent communication and IT skills.
  • Ability to manage complex projects and multi-task.
  • Comfortable using Microsoft Office applications.

Responsibilities

  • Responsible for business development through franchise development and client retention.
  • Manage existing client relationships to up-sell and cross-sell products.
  • Acquire new customers through active referrals and self-generated leads.
  • Attend post-result calls and meetings for improved client servicing.
  • Conduct client meetings and update the meeting tracker.
  • Scout leads and convert to meetings, onboarding, and sales.
  • Track complaints/queries and ensure timely resolutions for satisfaction.

Skills

Sales experience
Communication skills
IT fluency
Project management
Organizational skills
Multi-tasking

Education

Bachelor's degree in business, marketing, or related field

Tools

Word
Excel
Outlook
PowerPoint

Job description

Roles And Responsibilities
  • Responsible for Business development through franchise development/acquisition and retention of clients.
  • Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.
  • Acquire new customers through active referrals from clients in the existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
  • Attend post result con-calls, and meets for improved client servicing.
  • Understanding customer requirements and providing best equaled services.
  • Conduct regular Client Meetings & update the same in the meeting tracker
  • Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
  • Track customer complaints/queries and turnaround times for customer satisfaction.
Requirements And Skills
  • The Ideal Candidate will have 3-10 years of Work Experience.
  • Bachelor’s degree in business, marketing, or related field.
  • Experience in sales, marketing, or related field.
  • Good Knowledge of the Stock Market & Share Market.
  • Strong communication skills and IT fluency.
  • Ability to manage complex projects and multi-task.
  • Excellent organizational skills.
  • Ability to flourish with minimal guidance, be proactive, and handle uncertainty.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
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