Business Development Executive (BDE)

3K Investment Partners LLP specializes in the distribution of mutual funds and various financial products. The company is dedicated to helping clients accumulate, preserve, enjoy, and distribute their wealth. With a focus on financial planning, they aim to assist clients in achieving long-term financial peace of mind through tailored solutions.

Company: 3K Investment Partners LLP

Job Roles and Responsibilities:

● Build and manage a strong pipeline of prospective clients through referrals, networking, seminars, and digital channels.

● Acquire new clients and drive consistent growth in Assets Under Management (AUM) through SIPs, lump sum investments, insurance, PMS, and AIF solutions.

● Develop goal-based Investment plans aligned with client profiles, risk appetite, and long-term objectives.

● Maintain strong client relationships through regular engagement, portfolio reviews, and timely communication.

● Drive cross-sell and up-sell of financial products by identifying client needs and increasing overall portfolio value.

● Ensure strict adherence to compliance, documentation standards, and regulatory guidelines (SEBI/AMFI/IRDA).

● Coordinate with internal teams for smooth client onboarding, transaction execution, and issue resolution.

● Contribute to brand building through active participation on LinkedIn, WhatsApp Business, and client education initiatives such as webinars.

● Continuously upgrade knowledge on financial markets, products, taxation, and regulations through certifications and training programs.

Experience, Skills and Qualification:

• Education: Graduate /Pursuing

• Strong communication and interpersonal skills.

• Client relationship management and stakeholder handling ability.

• Basic understanding of financial products (Mutual Funds, Insurance, PMS, AIF & more).

• Sales orientation with a long-term relationship-building mindset.

• Good analytical and problem-solving skills.

Employment Type:

Full Time, Work From office/hybrid profile.