Business Development Manager

Company Description INVESTWAYS FINSERV PRIVATE LIMITED is a financial services firm with over 25 years of experience serving thousands of clients across India. The company specializes in wealth creation through investments in mutual funds, debt securities, and other financial instruments. It also provides comprehensive insurance services tailored to client needs. With a strong focus on personalized service, INVESTWAYS FINSERV PRIVATE LIMITED aims to build long-term relationships and support clients in achieving their financial goals.

Role Description This is a full-time, hybrid role based in Lucknow, with flexibility for some work from home. The Business Development Manager will identify and pursue new business opportunities, build and maintain relationships with clients, and promote the companys investment and insurance offerings. Daily responsibilities include meeting prospective and existing clients, understanding their financial needs, and recommending suitable products and services. The role also involves preparing proposals, coordinating with internal teams for seamless service delivery, tracking sales performance, and reporting on business development activities. The Business Development Manager will participate in local marketing initiatives, networking events, and digital outreach to expand the client base.

Qualifications

• Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
• Knowledge of financial products such as mutual funds, debt securities, and insurance, with the ability to explain them clearly to clients.
• Proficient communication and interpersonal skills, with the ability to present, negotiate, and build trust with diverse stakeholders.
• Analytical and planning abilities to understand client profiles, assess financial needs, and develop appropriate growth strategies.
• Comfort with using basic digital tools (CRM systems, spreadsheets, presentation software) and online communication platforms.
• Bachelors degree in Business, Finance, Commerce, or a related field; relevant certifications in financial services are an advantage.
• Prior experience in financial services, banking, or insurance business development is preferred.
• Self-motivated, target-oriented, and able to work effectively in a hybrid setup with minimal supervision.