Business Development Manager

Company Description Finwallet is a personal finance and wealth management firm that has been providing virtual financial services since 2016. The company offers a comprehensive suite of solutions, including investment management, insurance, loans, income tax planning and filing, and holistic wealth management. Finwallet serves a diverse client base such as corporate salaried individuals, business owners, doctors, and Non-Resident Indians (NRIs). With more than 630 families served, over ₹286 crores in assets under management, and a dedicated team of 25+ professionals, Finwallet focuses on service quality over selling. The organization is committed to helping clients achieve their financial goals through expert guidance and personalized strategies.

Role Description The Business Development Manager will drive growth by identifying new business opportunities, expanding relationships with existing clients, and promoting Finwallets financial and wealth management solutions. Day-to-day responsibilities include generating and qualifying leads, conducting client meetings and presentations, understanding client needs, and collaborating with internal teams to develop tailored financial service proposals. The role also involves market research, competitor analysis, and contributing to sales strategies to increase revenue and client engagement. This is a full-time, on-site role based in Madurai, requiring close coordination with the local team and regular in-person client interactions.

Qualifications

• Candidates should possess strong business development and sales skills, including lead generation, relationship management, and negotiation.
• Candidates should possess client advisory and communication skills, such as the ability to explain financial concepts clearly, conduct consultative meetings, and maintain long-term client trust.
• Candidates should possess analytical and strategic skills, including market research, opportunity analysis, and the ability to align solutions with client objectives.
• Candidates should possess organizational and execution skills, such as pipeline management, follow-up discipline, and proficiency with CRM or sales tracking tools.
• Relevant experience in financial services, wealth management, banking, insurance, or related domains is highly beneficial.
• Bachelors degree in business, finance, economics, or a related field is preferred; additional certifications in financial planning or wealth management are an advantage.
• Ability to work on-site in Madurai, collaborate with cross-functional teams, and adapt to a fast-paced, client-focused environment.
• High ethical standards, service-oriented mindset, and commitment to non-discriminatory, inclusive client engagement.