Business Development Manager

Credicus Business Services; New Delhi, Dadri; On-site; INR 223,200 - 446,400; Full time

Benefits offered by this job

PF & Insurance

Incentives

Job summary

Credicus Business Services in Delhi is seeking a proactive Sales Executive to drive client acquisition and revenue across investment products. You will prospect open-market clients, cross-sell SIPs, mutual funds, insurance, and equity, and meet monthly targets.

The role requires strong communication, financial services knowledge, and the ability to build lasting client relationships. A fixed salary with incentives is offered.

Qualifications

• Minimum 6 months of experience in sales in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong knowledge of broking and operations within the financial services industry.
• Prior experience in the broking industry is a plus.

Responsibilities

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
• Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.
• Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.

Skills

Communication skills

Interpersonal skills

Client relationship building

Sales experience

Financial services knowledge

Job description

Role & Responsibilities

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
• Achieve a target of 5 SIPs per month, each of Rs. 2000.
• Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
• Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
• Good knowledge of broking and operations within the financial services industry.
• Prior experience in the broking industry is a plus.

Perks and Benefits

• PF and Insurance coverage
• Fixed salary with attractive performance-based incentives

Interview Process

• HR Round
• Sales Manager Round

How to Apply

To schedule your interview, call or send your CV via WhatsApp to

Interested candidates can apply now.

Contact

HR Rutuja 7083716590