Enter a job title or keyword
Business Development Financial Planner
Job Location:
Monthly Salary:
Experience Required:
Posted:
24 May 2026 (30+ days ago)
Posted:
Application Deadline:
21 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Business Development Financial Planner
Location: ThrissurKerala
Salary: /month (Up to 40000 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.
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
Includes but not restricted to
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 reports.
Work with planners for getting service renewals from existing clients
Requirements
- Experience in the financial sector sales or business development roles.
- Strong communication and client handling skills.
- Ability to achieve sales targets and generate leads independently.
- Basic understanding of financial products and KYC processes preferred.
- Good networking and relationship-building abilities.
Required Skills:
Business development Investment sales client handling client relationship lead generation
Required Education:
Degree
