Business Development Executive

Elites Capital – Indore

Experience: 2 Years

Job Summary

Results-driven Business Development Executive with 2 years of experience in the stock market and financial services industry. Proven ability to acquire new clients, drive revenue growth, and build long-term relationships by offering equity trading, investment advisory, and capital market solutions.

Key Responsibilities

• Identified and acquired new clients for

  equity trading, Demit & trading accounts, and investment advisory services

  .
• Generated leads through cold calling, referrals, and market networking, successfully converting prospects into active investors.
• Explained stock market products, brokerage services, and investment opportunities to retail and HNI clients in a clear and professional manner.
• Built and maintained strong client relationships by understanding financial goals and providing suitable investment solutions.
• Achieved and consistently worked toward

  monthly and quarterly sales targets

  .
• Conducted regular follow-ups to ensure client engagement, satisfaction, and retention.
• Stayed updated with

  market trends, equity movements, and financial news

  to support effective sales discussions.
• Coordinated with internal teams to ensure smooth account opening, onboarding, and client servicing.
• Maintained accurate records of leads, client interactions, and sales performance using CRM tools.
• Provided market feedback and sales reports to senior management.

Key Skills & Competencies

• Stock Market & Capital Market Knowledge
• Client Acquisition & Relationship Management
• Equity Trading & Investment Advisory Sales
• Lead Generation & Conversion
• Strong Communication & Negotiation Skills
• Target-Oriented & Result-Driven Approach
• CRM & Sales Reporting
• Market Analysis & Product Pitching

Professional Strengths

• Strong understanding of retail investor behavior and financial products
• Ability to handle sales pressure and meet business targets
• Excellent follow-up and customer-handling skills
• Professional, ethical, and client-focused approach