Head Business Development

THE Trinity International; Ernakulam; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

The Trinity International in India is seeking a dynamic Head of Business Development to drive growth across Retail and Corporate segments in financial services and wealth management. You will lead BD initiatives, manage sales teams, build strategic partnerships, and expand market presence.

Responsibilities include devising strategies, achieving targets across investments, loans and trading, mentoring teams, driving CRM adoption, analytics, and cross-functional collaboration with advisory,

Qualifications

• MBA or related master's degree in business administration or finance.
• 7+ years of experience in Business Development, Wealth Management, or Financial Services.
• Strong network among HNIs, UHNIs, and corporate clients.
• Proven leadership and team management experience.
• Excellent communication, negotiation, leadership, and relationship management skills.
• Ability to work in a target-driven, fast-paced environment.
• Experience with CRM tools and digital acquisition strategies.

Responsibilities

• Develop and execute business development strategies aligned with organizational goals.
• Achieve targets across Investments, Loans, Trading, and related financial products.
• Acquire and manage relationships with HNIs, UHNIs, institutional, retail, and corporate clients.
• Lead, mentor, and develop business development teams across Retail and Corporate verticals.
• Drive client acquisition, retention, and cross-selling opportunities.
• Create and implement sales processes, business plans, and market expansion strategies.

Skills

Leadership

Client acquisition

Team management

CRM

Analytics

Negotiation

Relationship management

Education

MBA / Master’s Degree in Business Administration, Finance

Tools

CRM tools

Sales analytics software

Job description

Job Overview

We are looking for a dynamic and result-oriented Head of Business Development to drive business growth, client acquisition, and revenue generation across Retail and Corporate segments. The role involves leading business development initiatives, managing sales teams, building strategic partnerships, and expanding the organizations market presence in the financial services and wealth management sector.

Key Responsibilities

• Develop and execute business development strategies aligned with organizational goals.
• Achieve monthly, quarterly, and annual business targets across Investments, Loans, Trading, and related financial products.
• Acquire and manage relationships with HNIs, UHNIs, institutional, retail, and corporate clients.
• Lead, mentor, and develop business development teams across Retail and Corporate verticals.
• Drive client acquisition, retention, relationship deepening through 3-layer Architecture, and identify cross-selling opportunities.
• Create and implement effective sales processes, business plans, and market expansion strategies.
• Monitor market trends, competitor activities, and client requirements to refine business strategies.Conduct portfolio reviews and coordinate with advisory, operations, product, and compliance teams for seamless client servicing.
• Develop marketing initiatives including seminars, presentations, networking events, and digital campaigns.
• Drive CRM implementation, data analytics, and performance reporting to improve sales effectiveness.
• Contribute to organizational strategy, innovation, and business planning as part of the leadership team.

Requirements

• MBA / Master’s Degree in Business Administration, Finance, or related field.
• 7+ years of experience in Business Development, Wealth Management, or Financial Services.
• Strong understanding of financial products such as Mutual Funds, PMS, AIFs, Insurance, Structured Products, Loans, and Trading solutions.
• Proven leadership and team management experience.
• Strong network among HNIs, UHNIs, and corporate clients.
• Excellent communication, negotiation, leadership, and relationship management skills.
• Ensure Team Productivity and Retention
• Ability to work in a target-driven and fast-paced environment.

Preferred Skills

• Certifications such as NISM, CFP, or CFA will be an added advantage.
• Experience with CRM tools, sales analytics, and digital acquisition strategies.
• Strong strategic thinking and execution capabilities.