Posted:3 weeks ago| Platform: Linkedin logo

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Job Description

Finvomate Investment Services Private Limited

Job Title:

Experience:

Location:

Industry:

Employment Type:

Salary: 10290 - 22350 INR

Job Summary:

Business Development Executive

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

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