Business Development Executive (BDE)

Job Title: Financial Broking Telecaller Location: Lucknow Job Type: Full-time Department: Sales/Finance   Job Summary:   We are seeking a motivated and enthusiastic Financial Broking Business Development Executive to join our dynamic team. The ideal candidate will be responsible for reaching out to potential clients, educating them about our financial products and services, and assisting them in making informed investment decisions. This role requires excellent communication skills, a strong understanding of financial markets, and the ability to build rapport with clients over the phone. Key Responsibilities: 1. Client Outreach:   • Make outbound calls to prospective clients to introduce our financial broking services.   • Follow up on leads generated through various channels. 2. Product Knowledge:   • Stay updated on the latest financial products, market trends, and regulatory changes.   • Educate clients on various investment options, including stocks, bonds, mutual funds, and other financial instruments. 3. Client Relationship Management:   • Build and maintain strong relationships with clients to understand their financial needs and goals.   • Provide personalized service and support throughout the investment process. 4. Sales Target Achievement:   • Meet or exceed daily/weekly/monthly sales targets set by the management.   • Prepare and present proposals to potential clients based on their investment preferences. 5. Data Management:   • Maintain accurate records of client interactions and transactions in the CRM system.   • Provide regular reports on sales activities and client feedback. 6. Compliance:   • Ensure compliance with industry regulations and company policies during all client interactions.   • Assist in the preparation of necessary documentation for client onboarding. Qualifications: • Bachelor’s degree in Finance, Business Administration, or a related field. • Prior experience in BDE, sales, or customer service, preferably in the financial sector. • Strong understanding of financial markets and investment products. • Excellent verbal communication and interpersonal skills. • Ability to work independently as well as part of a team. • Proficient in using CRM software and Microsoft Office Suite. Skills: • Persuasive communication skills with a focus on building relationships. • Strong analytical and problem-solving abilities. • Ability to handle objections and negotiate effectively. • Time management skills with the ability to prioritize tasks. What We Offer: • Competitive salary with performance-based incentives. • Comprehensive training and development programs. • Opportunities for career growth within the organization. • A dynamic work environment with a supportive team culture. How to Apply:   Interested candidates are invited to send their resume and a cover letter outlining their qualifications and experience to [Insert Email Address]. Please include "Financial Broking Business development Executive Application" in the subject line. --- Feel free to customize this job description based on your specific requirements or company culture!