Job Description
Business Development Financial Planner Location: Thrissur,Kerala Salary: 25,000 35,000/month (Up to 40,000 for strong candidates) Experience: Minimum 13 years in Financial Services / Sales / Business Development Qualification: Any Degree We are looking for a Business Development Officer to acquire new clients and promote financial planning services. The role involves lead generation, client relationship management, coordinating with financial planners, and achieving business targets within the investment advisory division. Responsibilities Follow up leads and enroll new clients Tie-up with organizations and associations to conduct educative webinars/seminars and other lead generation activities Co-ordinate and conduct other lead generation activities Provide timely services and solutions to existing clients Co-ordinate with Financial planners/operations to provide timely service and ensure client satisfaction Create, Update and report clients/Business status in CRM and other re...