Sathish Financial Services

WE ARE HIRING! Business Development & Client Relationship Associate (Remote)Company: Sathish Financial Services (SFS) Industry: Financial Services | Retirement Planning | Wealth Management Location: Coimbatore Preferred – Work From Home Employment Type: Full-Time Annual CTC: ₹3,00,000 (3 LPA) Experience: 2–5 Years PreferredAbout Sathish Financial ServicesSathish Financial Services is a Coimbatore-based financial services firm specializing in mutual fund distribution, NPS, insurance distribution, retirement planning support and financial awareness.We aim to help families build financial discipline, prepare for retirement and achieve their long-term financial goals.We are looking for a motivated, trustworthy and relationship-oriented professional who can contribute to our business growth.Women restarting their careers after a break are strongly encouraged to apply.Key Responsibilities1. Business DevelopmentIdentify prospective clients through professional networking and outreach. Connect with corporate HR teams, professionals and residential communities. Generate qualified leads and schedule client appointments. Coordinate corporate financial awareness and retirement education programmes. Follow up with prospective clients and support onboarding.2. Client Relationship ManagementBuild and maintain professional relationships with existing and prospective clients. Coordinate periodic investment and retirement review meetings. Handle routine client queries and service requests. Maintain accurate client records and follow-up schedules. Support client retention and referral activities.3. Marketing & CommunicationCoordinate LinkedIn and WhatsApp awareness campaigns. Support financial education events and webinars. Maintain lead databases and CRM records. Track campaign responses and prospective client engagement.4. Business ReportingMaintain daily activity reports. Track leads, appointments, follow-ups and client onboarding progress. Participate in weekly business development reviews. Suggest improvements to client engagement and business development processes. Candidate Requirements<ul><li>Graduate in any discipline.</li><li>2–5 years of experience preferred in banking, financial services, customer relationship management or business development.</li><li>Excellent communication skills in Tamil and English (Mandatory).</li><li>Hindi communication skills will be an added advantage.</li><li>Comfortable using MS Excel, Google Workspace, email and CRM tools.</li><li>Strong interpersonal skills, professional integrity and willingness to learn.</li><li>Ability to work independently and manage responsibilities in a remote environment.</li><li>Laptop/computer, reliable internet connection and a suitable home workspace.</li></ul>Who Can Apply?We particularly welcome:Women professionals restarting their careers. Former banking and financial services employees. Professionals with customer relationship or business development experience. Candidates seeking long-term career opportunities with flexible working arrangements.Career breaks are not a disadvantage. We value experience, commitment and willingness to grow.What We Offer<ul><li>Fixed Annual CTC: ₹3 LPA</li><li>Work From HomeProfessional onboarding and training</li><li>Supportive and collaborative work environment</li><li>Opportunity to grow into a Business Development Manager role based on performance</li><li>Exposure to retirement planning, financial awareness and financial services</li></ul>Initial probation period: 3 months.The role primarily involves business development, customer coordination and relationship management. Independent investment advice or regulated financial product distribution is not part of the initial responsibilities.

Job Details

Skills Required

More Details

Easy Apply