Business Development Executive (BFSI)

Surat

Job title: Business Development Executive (BFSI)
Location: Surat, Gujarat Salary: ₹20,000 – ₹30,000 per month Experience: 1–3 years of experience in BFSI sales preferred Roles& 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 Understand customer financial needs and provide tailored solutions Conduct financial planning discussions and guide clients with suitable investment options Achieve monthly/quarterly business targets aligned with company goals Build and maintain strong client relationships through regular follow-ups and advisory 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 Strong knowledge of financial products, investment planning, and wealth management Excellent communication, and relationship-building skills Self-motivated and target-driven with a customer-first approach Active Listening Strong interpersonal skills Lead generation