Business Development Executive

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 30 days ago
Job descriptionJob Title: Business Development ExecutiveExperience Required: Minimum 2 years in mutual fund services, financial operations, or related roles.Job Description: We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal candidate will be responsible for ensuring smooth operational flow, resolving service issues, and delivering tech-enabled support to enhance partner experience and thus ensuring business outcomes by activating our existing DSA's.Key Responsibilities:
  • Act as the primary Relationship Manager for DSAs distributing mutual funds.
  • Provide tech-enabled assistance for transaction processing, reporting, and compliance-related activities.
  • Proactively resolve service-related queries to ensure uninterrupted DSA operations.
  • Conduct training sessions for DSAs on digital tools, mutual fund platforms, and workflow optimization.
  • Coordinating & activating DSA's and lesioning with internal teams to handle escalations and provide timely updates.
  • Monitor DSA performance and deliver data-driven insights to help improve productivity and mutual fund or wealth business of the company.
Required Skills & Qualifications:
  • Minimum 2 years of experience in mutual fund operations, client servicing, or financial product distribution.
ORFresher, Graduated from BBI stream
  • Solid understanding of mutual fund processes, platforms, and compliance regulations.
  • Excellent communication and relationship management skills.
  • Ability to analyze performance data and derive actionable insights.
  • Proficiency in using digital tools, CRM platforms, and reporting systems.
Job requirements
  • Experience: 0 to 1 Year.
  • Education : Any Graduate
  • Specilization : Graduate...
  • Skills :
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.

White Force

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