Client Development Officer
7 days ago
About Us at Bigfundr Private Limited
Our Job PurposeTo maximize new business and referral opportunities by acquiring and deepening client relationships while ensuring compliance with regulatory requirements.
Job DescriptionThis role involves identifying and acquiring new clients to grow the business, conducting professional financial analysis, and developing monthly sales plans.
Key Responsibilities:- Business Development:
- Prospect and acquire new clients to grow the business
- Conduct professional financial analysis to address clients' objectives
- Client Relationship Management:
- Foster and deepen client relationships through regular engagement and market updates
- Regulatory Compliance:
- Ensure full compliance with internal policies, regulatory requirements, and AML guidelines
- 3-5 years of financial sales experience as a Relationship Manager in a bank, preferably in priority banking
- Strong knowledge of financial products, investment solutions, and market trends
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