Business Development & Account Management Associate
Core
Business Development and Account Management for a fintech wealth management platform, focusing on client acquisition, relationship management, and driving revenue growth.
Role type
Business Development & Account Management Associate
Builds
Hyper-personalised financial plans and investment products for busy professionals
Domain
Fintech / Wealth Management
Deliverable
client delivery
Required skills
B2C sales experience, lead generation, consultative selling, CRM management, upselling, cross-selling, client retention, partnership exploration
Preferred skills
Financial products sales (insurance, mutual funds, lending), personal finance knowledge, affluent customer experience
Responsibilities
Engage with prospective clients via inbound/outbound channels, conduct discovery calls and product demos, convert leads to clients, manage assigned client relationships, drive retention and satisfaction, identify upsell/cross-sell opportunities, maintain CRM records, explore partnership opportunities
Seniority
Mid-level, hands-on IC