Posted:3 months ago|
Platform:
On-site
Full Time
Job Title: Business Development Executive (BFSI)
Location: Surat, Gujarat
Experience : 1–3 years of experience in BFSI sales preferred .
Key Responsibilities:
Identify, acquire, and manage clients for financial products such as:
Loans (Personal, Home, Business, etc.)
Mutual Funds & SIPs
Insurance (Life, Health, General)
Retirement Planning solutions
Wealth Management services
Build and maintain strong client relationships through regular follow-ups and financial advisory.
Understand customer financial needs and provide appropriate product solutions.
Achieve monthly/quarterly business targets as per company goals.
Conduct financial planning discussions and guide clients with suitable investment options.
Stay updated with market trends, regulatory changes, and BFSI industry developments.
Maintain proper documentation and ensure compliance with company and regulatory guidelines.
Qualifications & Skills:
Graduate / Postgraduate in Finance, Commerce, Business, or related field.
Good knowledge of financial products, investment planning, and wealth management.
Job Type: Full-time
Pay: ₹20,000.00 - ₹30,000.00 per month
Language:
Work Location: In person
Sunshine Manpower
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