Business Development Manager

Genius Consultants; India; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Genius Consultants is seeking a driven sales professional to engage franchisees, acquire clients, and drive revenue growth within the wealth management space in Mumbai. You will support onboarding, client profiling, and activation, while promoting investment products and commodities.

The role requires 3+ years in field sales in broking or wealth management, with strong relationship management and communication skills, and an ability to operate within a 46 km radius of Mumbai.

Qualifications

• Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management.
• Industry exposure in Wealth Management, Broking, NBFCs, or related financial services.
• Familiarity with Mumbai localities and ability to operate within a 46 km radius.

Responsibilities

• Drive new client acquisition for acquired franchisees through hyperlocal engagement activities.
• Organize and manage events in premium residential societies and local communities to target HNI clients.
• Support franchisees in client onboarding, profiling and business activation.
• Drive growth in overall revenue generation for the franchisee partner.
• Assist with AUM accumulation through structured Broking products (StratX) and growth of the MTF book.
• Track performance of High-Value Transactions and HNIs within the network and drive engagement.
• Promote investment products and commodities through educational seminars and workshops.
• Coordinate with internal product teams for knowledge dissemination and client engagement.

Skills

Relationship management

Communication

Sales strategies

Financial product knowledge

Client engagement

Self-motivated

Target-oriented

Problem solving

Education

Graduate or Postgraduate in Finance/Business Administration

Job description

Role & responsibilities

1. Franchisee Engagement & Client Acquisition

• Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities.
• Organize and manage events in premium residential societies and local communities to target HNI clients.
• Support franchisees in client onboarding, profiling, and business activation.

2. Revenue Generation & Business Support

• Drive growth for overall revenue generation for the franchisee partner.
• Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration.
• Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals(HNIs) within the partner network and drive their engagement and growth.

3. Knowledge Transfer & Product Penetration

• Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops.
• Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners.

4. Business Acumen & Relationship Management

• Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support.
• Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization.

5. Compliance, Audit & Partner Satisfaction

• Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues.
• Conduct regular compliance audits and hygiene checks using standardized formats.
• Work in alignment with internal policies and regulatory frameworks.

Preferred candidate profile

• Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition).
• Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services.
• Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 46 km radius.
• Skills:
  • Strong relationship management and communication skills.
  • Expertise in sales strategies, financial product knowledge, and client engagement.
  • Self-motivated and target-oriented.
  • Problem-solving skills with a proactive approach to partner management.
• Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).