Manager/Senior Manager - Business Development - BFSI

Role Description for: Manager/Senior Manager - Business development

Role Title Manager/Senior Manager - Business development 

Function: Business development

Functionally: Manager Business development 

Reports to : Administratively Manager Business development

Direct Reporting From NA

I. Purpose of the role:

- To support the function in developing volumes, getting new clients for the currency and F&O sectors and catering to customer requirements.

- Will be responsible for Punjab, Uttar Pradesh, and Himachal Pradesh & Jammu (4 States)

- Will be responsible for all products, SME, Education & Branch Handling.

II. Key Responsibilities (This should reflect the process/sub-process in which the position plays a role and specifically indicate the actions to be taken. Please include a maximum of 8 key responsibilities)

No. Key Responsibility Descriptive Parameters :

1. Business development:

 - Support in conducting corporate education activities so as to inform clients about the currency and F&O offerings of the exchange.

- Create product offering materials for presentations and meetings to aid in client conversion.

- Process documentation on client conversion; provide coordination with relevant department if required.

2. Database management :

 - Record all new client acquisitions in exchange database for internal use.

- Maintain and update database by coordinating with relevant client interfacing department.

- Maintain the main database of clients held by NSE, BSE and other exchanges so as to leverage on bringing in new clients.

3. Client servicing :

- Provide information packets to clients to help them understand NSE products better.

- Assist in resolving client queries by coordinating with other relevant internal departments.

4. Seminars and presentation :

- Coordinate and support the Marketing team in conducting road shows, presentations, and seminars.

- Support the CRM team in collating requests for a number of corporate educations sessions to be held and forward to the marketing department.

Note: Additional responsibilities may be added from time to time depending on organizational requirements.

III. Key attributes of the role

Revenue Direct/Indirect Details of revenue impact: Range - Budget Approver/User

- None Details of budget impact: None Range - 0

Number of people managed: 0

IV. Performance Measures

Serial no. Performance Measures

1. Financial measures 1. 

2. Customer measures 1. Speed of response

2. Quality of response

3. Internal Processes measures 

4. Learning and growth measure

5. Number of clients acquired 

6. Timely adherence to SLAs 

7. Number of training hrs >= 40

V. Collaboration :

- Internal & External

- Internal Stakeholder External Stakeholders

- Marketing department Existing clients

- Product development Prospective clients

- Regional offices

VI. Role Holder Requirements

Educational

Qualifications Essential - MBA - Marketing

Desired - NA

Role Requirements - Knowledge of financial and capital markets

Experience Essential: 8-12 years experience in financial organizations i.e. banks and BFSI sector.

VII. Competencies required for the role

- Serial No. 

- Behavioral competencies 

- Desired rating 

- Functional Competencies

1 Business acumen - Domain knowledge

2 Living the values - Proposal/Business case presentation

3 Process orientation - Usage of software and applications

4 Managing relationships - Market sensing and intelligence

5 Innovation and improvement: 2

6 Teamwork: 3