Business Development Executive (BDE)

Finvomate Investment Services Private Limited is a rapidly growing investment services company based in Baruipur, Kolkata dedicated to assisting individuals in achieving their financial goals through expert mutual fund management and comprehensive stock market investment services. We prioritize transparency, integrity, and client-centric solutions.

Job Title: Business Development Executive – Mutual Fund & Share Market Products

Experience: 0–1 Year
Location: Baruipur, Kolkata.
Industry: Financial Services / Investment
Employment Type: Full-time

Salary: No bar for right candidate (Experience Candidate Only)

Job Summary:

We are seeking a dynamic and motivated Business Development Executive to join our team. The ideal candidate will be responsible for selling mutual fund (lumpsum) products, facilitating Demat account openings, and handling client relationships. Freshers with good communication skills and a passion for finance and sales are welcome to apply.

Key Responsibilities:

• Promote and sell mutual fund, SIP, lumpsum investment products to potential and existing clients
• Guide customers through the process of opening share market (trading and demat) accounts
• Understand client requirements and provide tailored investment solutions
• Maintain strong follow-ups and ensure conversion of leads into sales
• Build and maintain long-term relationships with clients
• Educate clients about financial products, market trends, and investment opportunities
• Coordinate with internal teams for smooth onboarding and transaction processes
• Maintain accurate records of client interactions and sales activity

Qualifications:

• Bachelor's degree in Commerce, Finance, Business Administration, or related field
• NISM certification (Series V-A or other mutual fund-related certifications) is a plus
• Strong interest in financial markets, mutual funds, and stock trading

Skills Required:

• Excellent communication and interpersonal skills
• Confident and presentable
• Basic knowledge of mutual funds, stock market, and investment products
• Good sales and negotiation skills
• Ability to work independently and as part of a team
• Proficiency in MS Office; familiarity with CRM tools is a plus

Perks & Benefits:

• Incentives on sales
• Training & certification support
• Career growth in a fast-growing financial company
• Exposure to live financial markets

Who Should Apply?

• Freshers passionate about financial sales
• Individuals with up to 1 year of experience in BFSI (Banking/Finance/Insurance)
• People who enjoy dealing with clients and helping them grow their wealth

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,096.03 - ₹23,550.31 per month

Benefits:

• Cell phone reimbursement
• Food provided
• Health insurance
• Paid sick time
• Paid time off
• Work from home

Language:

• Bengali (Preferred)

Work Location: In person

Expected Start Date: 13/10/2025