Cash Rich 

Bangalore – – 21/01/2023

Salary – Upto 6 LPA

Job Title

Business Development Manager

Company Profile

  • CashRich, a simple wealth management app, helps its users to manage their money more confidently. It is powered by seasoned professionals with a collective market and investment experience of over 20 years. CashRich will help you to find the suitable investment options, execute the transactions, track the investments and withdraw money.

Job Profile & Responsibilities

  • Develop the sales strategy for different customer segments.
  • Understand each customer segment’s behavior and risk preferences.
  • Create and update marketing materials for regular customer communication.
  • Develop great relationships with customers through regular reporting.
  • Own the full sales cycle from lead to close using CRM.
  • Lead and contribute to team projects to develop and refine the sales process.
  • Review clients’ portfolios regularly to find out whether any changes are required.
  • Monitor financial market trends to ensure that clients are updated on significant development.

Preferred Qualifications

  • Graduate/Post Graduate
  • CWM certification would be an added advantage.

Desired Candidate Profile

  • 2+ years sales experience, preferably in Mutual Fund / Wealth Management company.
  • NISM Certified (Series V-A: Mutual Fund Distributors Certification Examination).
  • Effective communication skills (both oral and written).
  • Understanding of financial products and prior experience in selling financial products.
  • Strong interpersonal and communication skills to understand the needs of clients.
  • Assertive and persuasive.

Additional Details

  • We are looking for a Business Development Manager to be responsible for driving new business, closing deals, and maximizing revenue. As a Business Development Manager, you need to have the ability to identify new opportunities, develop and implement effective sales strategies and negotiate and close deals with potential clients. This role requires someone who is highly ambitious, driven, and able to work independently.

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