Business Development Executive

Job Title:

Functional Designation: Sales

Role & responsibilities

• Acquire new clients through cold calls, referrals, and appointments.
• Promote financial products: Mutual Funds, SIPs, Insurance, PMS, Bonds.
• Educate clients on company services, market trends, and investment opportunities.
• Cross-sell products to existing clients to maximize portfolio growth.
• Maintain and enhance Assets Under Management (AUM) of the branch.
• Provide after-sales service, follow-ups, and ensure client retention.
• Assist team members in closing leads and filling investment forms.
• Organize investment seminars and branch promotional activities.
• Prepare daily sales reports and update business in back-office systems.
• Achieve individual sales targets contributing to branch and organizational goals.
• New Client Prospecting - Through cold-calling, appointments, reference etc
• Explain about the Company, its products & services to existing clients & prospects
• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS
• Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends.
• Cross Sell to existing clients
• Keep regular contacts with the clients of the branch through telephone calls and meetings
• Assist team members in the Branch to close leads
• Provide investment application forms to clients and assist them in filling
• Provide after sales service, follow-up and ensure client retention
• Ensure the maintenance and enhancement of the AUM of the branch
• Prepare daily sales report and send to Branch Head and Sales Manager
• Make prompt entries in the back office of business done by branch in the Equity & Currency Segments

Preferred Candidate Profile

• Any Graduate from a recognized university.
  
• 02 years of experience; freshers with relevant certifications are welcome.
  
• Strong communication and interpersonal skills.
  
• Basic knowledge of financial products like Mutual Funds, SIPs, Insurance, PMS, Bonds.
  
• Client-focused with a sales-oriented mindset.
  
• Self-motivated, proactive, and target-driven.
  
• Ability to work in a team and support branch growth.
  
• Certification in Financial Advisory Module, Mutual Fund Distribution, and Security Operations & Risk Management is mandatory.

Contact HR

Jeena 8893939806

Jovviya -+919188939805

Jackson - 9544316657