Business Development Associate Financial Services
Business Development Associate Financial Services
Posted on :
20-12-2024
Employer Active
1 Vacancy
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Job Description
The 1% Club is helping people achieve Financial Independence with a community of over 65000 lifetime members. It is cofounded by Sharan Hegde (aka Finance with Sharan) and Raghav Gupta (cofounder and CEO at Futurense Technology). The 1% Club aims to transform the education space for money management and personal finance. The larger goal being to ensure that The 1% Club members reach the top 1% of India and achieve Financial Independence.
Key Responsibilities:
- Identify and connect with potential clients for Personal CFO Services.
- Understand client financial pain points and provide tailored solutions.
- Conduct persuasive presentations to showcase service value.
- Manage client meetings with professionalism and a clientfirst approach.
- Build strong lasting relationships to ensure client satisfaction and retention.
- Act as a trusted advisor guiding clients toward better financial decisions.
- Achieve and exceed individual and team sales targets through effective planning.
- Identify opportunities to crosssell other relevant services.
- Stay updated on trends in personal finance and financial services.
- Collaborate with internal teams to enhance the client experience.
- Maintain accurate client records meeting notes and sales data.
- Prepare sales reports to track performance and highlight improvement areas.
What are we looking for
- Bachelor s degree (preferred: finance hospitality or business).
- Proven experience in sales client presentations or customerfacing roles.
- Excellent verbal and written communication skills.
- Strong negotiation and interpersonal abilities.
- Basic understanding of financial concepts with a willingness to learn.
- Selfmotivated proactive and resultsdriven.
- Passionate about helping clients succeed.
- Collaborative and teamoriented mindset.
Life at The 1% Club:
Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01) company culture is centred around creativity innovation and teamwork and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.
And if thats not enough we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of whats possible. So if youre a social media savvy personal finance enthusiast looking for a cool place to work join our team and be part of our mission to educate and empower India to take control of their finances. Dont miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal.
Apply now to join our team!
finance,financial concepts,interpersonal skills,personal finance,communication skills,sales,negotiation,customer-facing roles,client presentations,financial services
Employment Type
Full Time
Key Skills
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