Team Lead - Business Development

Nexxora Innovation and Tech Solutions Pvt. Ltd; Vadodara; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Nexxora Innovation and Tech Solutions Pvt. Ltd. seeks a Team Lead - Business Development to drive new business, client profiling and goal-based financial planning.

You will lead client relationships, cross-sell financial instruments, and monitor portfolios. The role includes client servicing, processing and investor seminars or corporate workshops. Multilingual communication and a two-wheeler are essential.

Qualifications

• MBA/PGD/M.Com with specialization in Finance or Marketing required.
• 3-7 years of experience in business development or sales roles.
• Experience of managing a team is preferred.
• Excellent communication and presentation skills.
• Proficiency in English, Hindi and Gujarati.
• Must possess a two-wheeler.

Responsibilities

• Lead new business acquisition through financial planning and client profiling.
• Manage client relationships and portfolio through cross-selling and analysis.
• Handle client servicing, processing and resolution of queries.
• Conduct client seminars and corporate workshops.
• Support clients on technology platforms.

Skills

Leadership

Communication

Presentation

MS Office proficiency

Languages: English, Hindi, Gujarati

Two-wheeler

Education

MBA/PGD/M.Com with specialization in Finance/Marketing

Tools

MS Word

MS Excel

PowerPoint

Job description

Role: Team Lead - Business Development

Responsibilities:

1. New Business Acquisition through Financial Planning

a. Client Profiling

b. Ensure goal based financial planning

c. Undertaking client meetings and presentations to acquire new business

d. Enhance and update knowledge about the industry

2. Relationship Management & Portfolio Management

a. Maintain, develop and grow relationship with the clients

b. Cross selling

c. Tracking, analyzing and monitoring client portfolio

d. Research & Analysis of various financial instruments

3. Client Servicing and Processing

a. To understand, address and resolve client queries

b. To undertake form/paper and processing formalities

c. To ensure smooth business process

4. Conduct client seminars and events

a. Investor Awareness program

b. Corporate workshops

5. Handholding the clients on technology platforms

Qualification:

• MBA/ PGD/M.com with specialization in Finance/Marketing

Experience:

• 3-7 years

Other Desirables:

• Experience of Managing team
• Excellent communication and presentation skills
• Possess strong convincing power
• Computer Literate and expert in MS Word, Excel, Power point
• Proficiency in English, Hindi and Gujarati
• Two-Wheeler a must