Business Development Manager

FUNDSMART FINSERV PVT LTD; Pune District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

FUNDSMART FINSERV PVT LTD, a professionally run AMFI-registered mutual fund distribution company in Pune District, is seeking a Business Development Manager for on-site duties. You will identify and develop new opportunities across mutual funds, insurance, loans, and other financial products while nurturing existing client relationships.

Day-to-day tasks include prospecting, meeting potential clients, understanding their financial needs, and recommending suitable investment solutions.

Qualifications

• Strong BD and sales abilities with lead generation and client acquisition.
• Knowledge of mutual funds, insurance, tax planning, FDs, and loans.
• Excellent communication and interpersonal skills; ability to explain financial information clearly.
• Self-motivated and target-driven with client-facing, on-site Pune District work.

Responsibilities

• Prospect and meet potential clients across mutual funds, insurance, loans, and more.
• Assess clients' financial needs and recommend suitable investment solutions.
• Build partnerships with financial institutions and drive sales targets.
• Maintain accurate records of leads, opportunities and client interactions.
• Collaborate with internal teams and participate in client meetings and events.
• Provide market feedback to support growth strategies.

Skills

Business development

Sales skills

Financial products knowledge

Client needs assessment

Communication skills

CRM/Office tools

Education

Bachelor's degree in Business/Finance/Commerce

AMFI/NISM certification advantageous

Tools

CRM software

MS Office

Job description

Company Description FUNDSMART FINSERV PVT LTD is a professionally run, AMFI-registered mutual fund distribution company offering a wide range of financial services, including mutual funds, insurance, tax planning, fixed deposits, loans, and other investment solutions. The organization focuses on providing personalized financial guidance to help clients manage investments for retirement, education, and wealth creation. With a vision to bridge the gap between investors and financial organizations, FUNDSMART aims to be a one-stop solution for all investment and financial needs. The company is committed to building long-term relationships by supporting clients at every step of their financial journey.

Role Description This is a full-time, on-site Business Development Manager role based in Pune District. The Business Development Manager will identify and develop new business opportunities across mutual funds, insurance, loans, and other financial products, while nurturing existing client relationships. Day-to-day responsibilities include prospecting and meeting potential clients, understanding their financial needs, and recommending suitable investment and financial solutions. The role involves building partnerships with financial institutions, achieving sales and revenue targets, and maintaining accurate records of leads, opportunities, and client interactions. The Business Development Manager will collaborate with internal teams, participate in client meetings and events, and provide market feedback to support business growth strategies.

Qualifications

• Strong business development and sales skills, including lead generation, client acquisition, and relationship management.
• Knowledge of financial products and services such as mutual funds, insurance, tax planning, fixed deposits, and loans.
• Ability to assess client needs and provide appropriate financial guidance and investment recommendations.
• Excellent communication and interpersonal skills, with the ability to present complex financial information clearly.
• Proficiency in basic office and CRM tools for tracking prospects, client interactions, and sales performance.
• Bachelor’s degree in Business, Finance, Commerce, or a related field; relevant certifications (e.g., AMFI/NISM) are an advantage.
• Prior experience in financial services, wealth management, or retail distribution is preferred.
• Self-motivated, target-oriented, and comfortable working in a client-facing, on-site environment in Pune District.