Business Development Manager

Company Description K-Secure is a financial advisory firm that helps individuals, families, and business owners build, manage, and protect their wealth through clear financial roadmaps and disciplined planning. The firm provides straightforward guidance on asset allocation, insurance protection, mutual funds, tax-and efficient investments aligned with each clients goals and risk tolerance. Core services include wealth management, risk advisory and insurance, retirement and goal planning, and tax-smart investing. Clients benefit from objective recommendations, direct support for claim settlements and portfolio reviews, and long-term advisory built on accountability and regular monitoring.

Role Description The Business Development Manager is a full-time, on-site role based in Chandigarh. This role is responsible for identifying and acquiring new clients across individual, family, and business segments, with a focus on promoting K-Secures wealth management, risk advisory, retirement planning, and tax-efficient investment solutions. Day-to-day activities include prospecting and lead generation, conducting client meetings, understanding client financial needs, and presenting tailored financial solutions. The role involves maintaining strong relationships with existing clients, coordinating with advisory and operations teams for smooth onboarding, and tracking sales performance against targets.

The Business Development Manager will also support marketing initiatives, participate in local networking events, and prepare regular reports on market trends, pipeline status, and client feedback.

Qualifications

• Demonstrated skills in business development, client acquisition, and relationship management in financial services or a related sector.
• Strong communication, presentation, and negotiation skills, with the ability to explain financial concepts in clear, simple terms.
• Minimum educational qualification of MBA in Marketing or Sales or related field; relevant certifications in financial planning or investment advisory are an advantage.
• Minimum 3-5 years of progressive experience in the domain.
• Prior experience in wealth management, insurance advisory, mutual funds distribution, or bankassurance sales is mandatory.
• Ability to conduct basic financial analysis, understand investment products, and align solutions with client goals and risk profiles.
• Organizational and time-management skills, including pipeline tracking, follow-ups, and documentation of client interactions.
• Comfort working in an on-site, target-driven environment in Chandigarh, with a proactive approach and high level of professional integrity.