45884 Business Development Jobs

Join us as a dynamic Technical Sales Engineer pro in Chhattisgarh expertise in industrial marketing of instrumentation, electrical, and mechanical products, plus OEM representation experience (on/off-roll), preferred.

60% client servicing & 40% business development via emails, webchats. Confident of communicating with international clients Negotiation Skill. This role includes sales and marketing.

Role Description We are seeking a dynamic and technically proficient Business Development & Sales Manager to expand our footprint in India and international markets. The ideal candidate must have prior experience in project-based sales and business development, particularly in the semiconductor and electronics sectors, including High Purity Chemicals, High Purity Gases, Specialty Gases, Isotopes, Fab Automation, and related domains. Key Responsibilities: Identify, develop, and secure new business opportunities in chemicals, gases, and semiconductor materials, with a focus on the electronics industry. Manage and grow relationships with both domestic and international clients, ensuring smooth order processing and fulfilment. Establish and maintain strong networks with key stakeholders in government and private sector industries. Collaborate with internal teams for technical evaluations, cost estimation, and resource planning. Attend client meetings, perform site inspections, and participate in trade shows, conferences, and tender presentations. Maintain accurate and up-to-date records of sales activities using internal software systems. Resolve client issues, ensure after-sales support, and maintain long-term customer satisfaction. Provide market intelligence on pricing trends, competitor activity, and customer preferences. Lead deal negotiations and closings to meet or exceed monthly, quarterly, and annual sales targets. Stay informed on industry trends, emerging technologies, and competitive developments to sustain market leadership. Carry out any additional tasks as assigned by the management. Requirements: 2-8 years of proven experience in sales and marketing within the semiconductor and electronics sectors. Strong business development and client acquisition capabilities. Excellent communication, presentation, and negotiation skills. Demonstrated integrity, leadership qualities, and a result-driven mindset. Ability to work on-site in Tiruchirappalli, Tamilnadu, India.

We are looking for a skilled Process Manager to join our team at eClerx Services Ltd., an IT Services & Consulting company. The ideal candidate will have 6-11 years of experience in process management and a strong background in managing processes. Roles and Responsibility Develop and implement process improvements to increase efficiency and productivity. Manage and maintain existing processes, ensuring they are up-to-date and compliant with industry standards. Collaborate with cross-functional teams to identify areas for improvement and develop solutions. Analyze data and metrics to measure process performance and make informed decisions. Implement change management strategies to ensure successful process changes. Provide training and support to team members on new processes and procedures. Job Requirements Strong understanding of process management principles and methodologies. Excellent analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Effective communication and interpersonal skills, enabling collaboration with cross-functional teams. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong leadership and team management skills, with the ability to motivate and guide team members. Experience with process improvement tools and techniques, such as Lean or Six Sigma.

Role & responsibilities Key Responsibilities: Market Research & Analysis: Conduct in-depth market research to identify key target industries (e.g., large-scale construction, mining, infrastructure development, equipment rental companies, demolition firms) and specific companies within them. Perform comprehensive competitor analysis, including identifying major players (Indian manufacturers, International brands, local used equipment dealers and parts suppliers), their product ranges, pricing strategies, service networks, and distribution channels in India. Assess current and projected demand for pre-owned excavators, loaders, a wide range of excavator parts (engine, hydraulic, undercarriage, electrical, buckets, bucket teeth), excavator attachments, and generator sets across various regions in India. Distributor Identification & Acquisition: Identify and vet potential distributors across India for different product categories (e.g., heavy equipment dealers, spare parts distributors, specialized attachment suppliers, generator set dealers). Develop and execute a strategic outreach plan to engage prospective distributors. Prepare compelling presentations and sales materials to pitch the value proposition. Negotiate commercial terms, sales targets, service support agreements, and supply chain logistics with potential partners. Onboard new distributors, ensuring they have the necessary product knowledge and marketing support. Lead Generation & Relationship Management: Generate solid sales leads through direct outreach, networking, and participation in industry events (both virtual and physical). Cultivate and maintain strong, long-term relationships with distributors, serving as their primary point of contact for product inquiries, orders, and support. Facilitate initial import orders and coordinate with freight forwarders and customs brokers to ensure smooth delivery. Strategic Input: Provide continuous feedback on market trends, competitive landscape, and distributor requirements to inform our overall strategy and product offerings. Preferred candidate profile Experience: Minimum of 5-8 years of progressive experience in business development or B2B sales within the heavy equipment, construction machinery, industrial components, or automotive aftermarket industries in India. Demonstrated experience in identifying, acquiring, and managing B2B distribution networks in India. Proven track record of successful lead generation and new business acquisition . Solid experience in market research, competitive analysis, and demand assessment . Prior experience with import/export processes, customs regulations, and logistics for industrial goods is highly desirable. Familiarity with major heavy equipment brands like Caterpillar, Volvo, Komatsu, Hitachi, Hyundai, Doosan, Cummins, Perkins, Deutz, Isuzu, Yanmar is a strong asset. Skills: Exceptional negotiation, presentation, and interpersonal communication skills (verbal and written). Strong analytical abilities with a knack for identifying market opportunities and developing strategic plans. Highly self-motivated, results-driven, and capable of working independently with minimal supervision. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software. Fluency in English is mandatory. Proficiency in Hindi and other major regional Indian languages (e.g., Marathi, Gujarati, Tamil, Kannada, Telugu) is highly preferred and will be a significant advantage. Education: Bachelor's degree in Business Administration, Marketing, Engineering (Mechanical/Civil preferred), or a related field. An MBA would be a plus. Travel: Willingness to undertake extensive travel across India to meet with potential distributors and attend industry events.

Job description Roles and Responsibilities Generate leads through cold calling, email outreach, and social media to drive sales growth. Develop and maintain strong relationships with existing clients to increase customer satisfaction and retention. Identify new business opportunities by researching potential customers' needs and tailoring solutions accordingly. Collaborate with internal teams to develop to ensure seamless service delivery and customer satisfaction. Analyze sales data to optimize lead generation strategies and improve overall sales performance. Desired Candidate Profile 3-7years of experience in inside sales or a related field. Proven track record of success in generating high-quality leads through cold calling, email outreach, or other methods. Excellent communication skills for building rapport with clients over phone calls. Proficiency in CRM software, Microsoft Office Suite, and other sales tools. Knowledge of healthcare industry regulations, ambulance services, and medical transportation is advantageous

o Handle collections for the assigned area and achieve collection targets on various parameters like resolution, flows, credit cost and roll rates (depending on the bucket)o Ensure that the NPA's are kept within assigned budget and active efforts are made to minimize it.o Increase the fee income / revenue and develop intiatives to control and reduce the amount of vendor payoutso Conduct asset verifications and possession as per SARFESI / Section 9 process through court receivers.o Track & control the delinquency of the area (Bucket & DPD wise) and focus on nonstarterso Ensure customer satisfaction by ensuring quick resolution of customer issues within specified TATo Build relationships with key clients to ensure timely collections are made and monitor defaulting customers by ensuring regular follow with critical/complex customers to identify reasons for defaultingo Represent the organization in front of legal/ statutory bodies as required by the legal team and ensure that the collection team adheres to the legal guidelines provided by the law in forceo Allocate work to the field executives and ensure that all the agencies in the location perform as per defined SLA, ensuring payments and audit receipts get deposited within the defined SLA. o Ensure that there is adequate Feet on Street availability area-wise /bucket-wise/ segment-wise and obtain daily updates from all collection executives on delinquent portfolio & initiate detailed account level review of high ticket accountso Ensure compliance to all Audit / Regulatory bodies as well as policies and procedures of the company Qualification : Post Graduate/Graduate in any discipline

Major Deliverables: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of Digital channels both Internal to TCL/TCHF & external third parties. o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of partnerships with web aggregators locally. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Maintain highest level of discipline in ensuring his/he team is updating leads on a regular/timely manner. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of CREs so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of CREs for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems Graduate : Yes Masters/Postgraduate: Optional Desired Experience: Minimum 4 years in the field. Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

Role Description: Customer Service Executive Title: Customer Service Executive Level: Executive Reports to: Sales Manager Section: Sales Vehicle Finance Department: Sales Job Purpose: Customer Service Executive are responsible for managing expectations and developing business solutions for their organizations. They are in charge of creating effective business plans to generate more revenue, increase brand loyalty and improve customer satisfaction Key Accountabilities: Lead Generation Generates lead for deals through interactions with DSE or through channel partners/open market Customer Relationship Management End to end customer relationship management including explaining product offerings and resolving sales queries Cross-selling product offerings to customers Educates customer with information to build their understanding of issues and capabilities Goes beyond their day to day work to assist customers in a positive manner Dealer Relationship Management Maintaining relationship with assigned dealer Deal Processing Collecting all pre-sanction and post sanction documents and performing accurate data entries (RSPM, SAGE etc) Internal Stakeholder Management Interact with operations and credit team in order to ensure smooth processing of loan applications KPIs: Units Disbursed 1st EMI Resolution RC Collection Qualification: Any Graduate Experience : 0-2 years work experience only in Vehicle Sales Skills & Competencies Functional Competencies Communication Skill Negotiation Skill Market/Industry Knowledge Analytical Skill Product Knowledge Behavioural Competencies Execution Excellence Customer Centricity Hiring Parameters: Should be comfortable to move in the market Should have learning attitude Should have bike and license Should have good knowledge of RTO Should have product knowledge Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

Ensuring onboarding of quality customers to maintain highest portfolio qualityIdentifying Joint liability Groups & disbursing loans which suit the target customers and geographies.Conducting CGT (Compulsory Group Training) amongst members.Enabling business growth across assigned territories for deeper market penetration and reach.To ensure achievement of disbursement targets and achieving desired productivity numbers.Conducting regular centre meetings for collections with maximum attendance to maintain constant contact with customersMaintaining expected collection efficiency and ensuring minimum delinquency.Continuous follow up of overdue customers, if any to ensure their repayment.Ensuring that client satisfaction is maximum and there is strong brand identification and recall amongst customers.Achieving highest First Time Right (FTR)Constantly engaging in learning and development programs to upskill.Adherence to product, process and policies of the company. Qualification : Graduate in any discipline Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

Role Description: Customer Service Executive Title: Customer Service Executive Level: Executive Reports to: Sales Manager Section: Sales Vehicle Finance Department: Sales Job Purpose: Customer Service Executive are responsible for managing expectations and developing business solutions for their organizations. They are in charge of creating effective business plans to generate more revenue, increase brand loyalty and improve customer satisfaction Key Accountabilities: Lead Generation Generates lead for deals through interactions with DSE or through channel partners/open market Customer Relationship Management End to end customer relationship management including explaining product offerings and resolving sales queries Cross-selling product offerings to customers Educates customer with information to build their understanding of issues and capabilities Goes beyond their day to day work to assist customers in a positive manner Dealer Relationship Management Maintaining relationship with assigned dealer Deal Processing Collecting all pre-sanction and post sanction documents and performing accurate data entries (RSPM, SAGE etc) Internal Stakeholder Management Interact with operations and credit team in order to ensure smooth processing of loan applications KPIs: Units Disbursed 1st EMI Resolution RC Collection Qualification: Any Graduate Experience : 0-2 years work experience only in Vehicle Sales Skills & Competencies Functional Competencies Communication Skill Negotiation Skill Market/Industry Knowledge Analytical Skill Product Knowledge Behavioural Competencies Execution Excellence Customer Centricity Hiring Parameters: Should be comfortable to move in the market Should have learning attitude Should have bike and license Should have good knowledge of RTO Should have product knowledge Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

o Handle collections for the assigned area and achieve collection targets on various parameters like resolution, flows, credit cost and roll rates (depending on the bucket)o Ensure that the NPA's are kept within assigned budget and active efforts are made to minimize it.o Increase the fee income / revenue and develop intiatives to control and reduce the amount of vendor payoutso Conduct asset verifications and possession as per SARFESI / Section 9 process through court receivers.o Track & control the delinquency of the area (Bucket & DPD wise) and focus on nonstarterso Ensure customer satisfaction by ensuring quick resolution of customer issues within specified TATo Build relationships with key clients to ensure timely collections are made and monitor defaulting customers by ensuring regular follow with critical/complex customers to identify reasons for defaultingo Represent the organization in front of legal/ statutory bodies as required by the legal team and ensure that the collection team adheres to the legal guidelines provided by the law in forceo Allocate work to the field executives and ensure that all the agencies in the location perform as per defined SLA, ensuring payments and audit receipts get deposited within the defined SLA.o Ensure that there is adequate Feet on Street availability area-wise /bucket-wise/ segment-wise and obtain daily updates from all collection executives on delinquent portfolio & initiate detailed account level review of high ticket accountso Ensure compliance to all Audit / Regulatory bodies as well as policies and procedures of the company Qualification : Post Graduate/Graduate in any discipline

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain complex data models and reports using various tools and technologies. Analyze large datasets to extract insights and trends, and provide recommendations to stakeholders. Design and implement process improvements to increase efficiency and productivity. Provide expert-level support for data analysis and reporting, ensuring high-quality results. Stay up-to-date with industry trends and emerging technologies to continuously improve skills and knowledge. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills, with the ability to think critically and creatively. Proficiency in data modeling, reporting, and visualization tools. Strong communication and collaboration skills, with the ability to work effectively with diverse teams. Ability to manage multiple priorities and deadlines in a fast-paced environment. Strong attention to detail, with a focus on delivering high-quality results.

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain complex data models and reports using various tools and technologies. Analyze large datasets to extract insights and trends, and provide recommendations to stakeholders. Design and implement process improvements to increase efficiency and productivity. Provide expert-level support for data analysis and reporting, ensuring high-quality results. Stay up-to-date with industry trends and emerging technologies to continuously improve skills and knowledge. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills, with the ability to think critically and creatively. Proficiency in data modeling, reporting, and visualization tools. Strong communication and collaboration skills, with the ability to work effectively with diverse teams. Ability to manage multiple priorities and deadlines in a fast-paced environment. Strong attention to detail, with a focus on delivering high-quality results.

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and implement process improvements to increase efficiency and productivity. Analyze complex data sets to inform business decisions and drive growth. Provide expert-level support for data analysis and reporting. Identify and mitigate risks associated with data quality and integrity. Develop and maintain technical documentation for processes and procedures. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills with attention to detail. Ability to work collaboratively in a fast-paced environment. Strong communication and interpersonal skills. Experience with data analysis and reporting tools. Ability to adapt to changing priorities and deadlines.

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain complex data models and reports using various tools and technologies. Analyze large datasets to extract insights and trends, and provide recommendations to stakeholders. Design and implement process improvements to increase efficiency and productivity. Provide expert-level support for data analysis and reporting, ensuring high-quality results. Stay up-to-date with industry trends and emerging technologies to continuously improve skills and knowledge. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills, with the ability to think critically and creatively. Proficiency in data modeling, reporting, and visualization tools. Strong communication and collaboration skills, with the ability to work effectively with diverse teams. Ability to manage multiple priorities and deadlines in a fast-paced environment. Strong attention to detail, with a focus on delivering high-quality results.

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and implement process improvements to increase efficiency and productivity. Analyze complex data sets to inform business decisions and drive growth. Provide expert-level support for data analysis and reporting. Identify and mitigate risks associated with data quality and integrity. Develop and maintain technical documentation for processes and procedures. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills with attention to detail. Ability to work collaboratively in a fast-paced environment. Strong communication and interpersonal skills. Experience with data analysis and reporting tools. Ability to adapt to changing priorities and deadlines.

We are looking for a highly skilled and experienced Senior Analyst to join our team at eClerx Services Ltd. The ideal candidate will have a strong background in IT Services & Consulting, with excellent analytical skills and attention to detail. Roles and Responsibility Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and implement process improvements to increase efficiency and productivity. Analyze complex data sets to inform business decisions and drive growth. Provide expert-level support for data analysis and reporting. Identify and mitigate risks associated with data quality and integrity. Develop and maintain technical documentation for processes and procedures. Job Requirements Strong understanding of IT Services & Consulting principles and practices. Excellent analytical and problem-solving skills with attention to detail. Ability to work collaboratively in a fast-paced environment. Strong communication and interpersonal skills. Experience with data analysis and reporting tools. Ability to adapt to changing priorities and deadlines.

Key Responsibilities: Generate business leads and client opportunities for IT staffing services. Build strong relationships with HR and procurement teams in IT companies. Schedule meetings, pitch IT staffing solutions, and close deals. Coordinate with internal recruitment teams to deliver profiles based on client requirements. Track pipeline, maintain CRM records, and share regular updates with leadership. Key Requirements: Proven experience in business development for IT staffing services Excellent communication and presentation skills Strong understanding of IT roles, tech hiring models, and recruitment cycles Expertise in LinkedIn outreach and B2B lead generation Target-driven mindset with ability to manage multiple accounts

supermarketsWe are looking for a highly motivated and result-oriented Business Development Manager to drive growth by acquiring new clients for our SaaS-based POS and CRM solutions tailored for salons, clinics, supermarket, and retail businesses. Roles & Responsibilities: Identify potential clients through research, outbound calls, and networking Pitch Invoays software products to business owners and decision-makers Conduct product demos (online or in-person) and explain key benefits Follow up with leads, address objections, and convert them into paying customers Collaborate with marketing for campaigns and lead nurturing Maintain accurate records in CRM and prepare sales reports Achieve monthly and quarterly revenue targets Build long-term relationships to generate repeat business and referrals Stay updated on industry trends, competitors, and market movements Required Candidate Profile: 2-6 years of experience in B2B sales, preferably in SaaS, software, or tech products Strong communication, presentation, and negotiation skills Ability to work independently and manage the entire sales cycle Tech-savvy with knowledge of CRM tools (HubSpot, Zoho, etc.) Experience in salon, spa, retail, or wellness domains is an added advantage

We are looking for a skilled Process Manager to join our team at eClerx Services Ltd., an IT Services & Consulting company. The ideal candidate will have 6-11 years of experience in process management and a strong background in managing processes. Roles and Responsibility Develop and implement process improvements to increase efficiency and productivity. Manage and maintain existing processes, ensuring they are up-to-date and compliant with industry standards. Collaborate with cross-functional teams to identify areas for improvement and develop solutions. Analyze data and metrics to measure process performance and make informed decisions. Implement change management strategies to ensure successful process changes. Provide training and support to team members on new processes and procedures. Job Requirements Strong understanding of process management principles and methodologies. Excellent analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Effective communication and interpersonal skills, enabling collaboration with cross-functional teams. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong leadership and team management skills, with the ability to motivate and guide team members. Experience with process improvement tools and techniques, such as Lean or Six Sigma.

We are looking for a skilled Process Manager to join our team at eClerx Services Ltd., an IT Services & Consulting company. The ideal candidate will have 6-11 years of experience in process management and a strong background in managing processes. Roles and Responsibility Develop and implement process improvements to increase efficiency and productivity. Manage and maintain existing processes, ensuring they are up-to-date and compliant with industry standards. Collaborate with cross-functional teams to identify areas for improvement and develop solutions. Analyze data and metrics to measure process performance and make informed decisions. Implement change management strategies to ensure successful process changes. Provide training and support to team members on new processes and procedures. Job Requirements Strong understanding of process management principles and methodologies. Excellent analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Effective communication and interpersonal skills, enabling collaboration with cross-functional teams. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong leadership and team management skills, with the ability to motivate and guide team members. Experience with process improvement tools and techniques, such as Lean or Six Sigma.

We are looking for a skilled Process Manager to join our team at eClerx Services Ltd., an IT Services & Consulting company. The ideal candidate will have 6-11 years of experience in process management and a strong background in managing processes. Roles and Responsibility Develop and implement process improvements to increase efficiency and productivity. Manage and maintain existing processes, ensuring they are up-to-date and compliant with industry standards. Collaborate with cross-functional teams to identify areas for improvement and develop solutions. Analyze data and metrics to measure process performance and make informed decisions. Implement change management strategies to ensure successful process changes. Provide training and support to team members on new processes and procedures. Job Requirements Strong understanding of process management principles and methodologies. Excellent analytical and problem-solving skills, with the ability to interpret data and make informed decisions. Effective communication and interpersonal skills, enabling collaboration with cross-functional teams. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong leadership and team management skills, with the ability to motivate and guide team members. Experience with process improvement tools and techniques, such as Lean or Six Sigma.

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RMs. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperative that the AMs have the required advisory skills and product and market knowledge. • Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. • Based on past experience, the AMs will need about 3 years of work experience before becoming RMs