Home
Jobs
1 Job openings at Caplify Research & Training Llp
Business Development Executive

Panduranga Nagar, Bengaluru/Bangalore

0 - 31 years

INR 0.15 - 0.55 Lacs P.A.

Remote

Full Time

Job Title: Business Development Executive Location: [Insert Location] Company Type: SEBI-Registered Research & Advisory Firm Experience: 0–3 Years Employment Type: Full-time ⸻ About the Company: We are a SEBI-registered investment research and advisory firm committed to providing reliable, transparent, and ethical financial advice. Our services include equity research, portfolio management, and investment strategies designed for retail and institutional clients. ⸻ Job Summary: We are looking for a dynamic and results-driven Business Development Executive to join our team. The ideal candidate will be responsible for generating leads, onboarding clients, and helping expand the firm’s outreach in line with SEBI regulations and ethical practices. ⸻ Key Responsibilities: • Identify potential clients and generate leads through various channels (calls, emails, social media, events, etc.). • Explain the company’s SEBI-registered research services and investment products to prospective clients. • Schedule and conduct meetings, presentations, and demos. • Build and maintain client relationships to generate repeat and referral business. • Coordinate with the research and advisory teams to align client onboarding and follow-up processes. • Keep accurate records of client interactions and update CRM tools. • Stay updated with SEBI regulations and ensure compliance in all communications and sales practices. • Meet monthly targets and report on progress to the Business Development Manager. ⸻ Requirements: For Freshers: • Bachelor’s degree in Finance, Business Administration, or related field. • Excellent communication and interpersonal skills. • Willingness to learn about financial markets and SEBI guidelines. • Strong motivation and confidence in client-facing roles. For Experienced Candidates (1–3 years): • Prior experience in financial services, sales, or advisory roles preferred. • Working knowledge of capital markets and SEBI-registered advisory practices. • Proven track record in lead generation or client acquisition. ⸻ Key Skills: • Communication & Presentation • Client Relationship Management • Lead Generation & Sales • Knowledge of Financial Markets • CRM Tools (preferred) ⸻ Compensation: • Fixed salary + Incentives/Commissions based on performance • Additional perks (if any, such as certifications, PF, ESOPs, etc.) ⸻ How to Apply: Send your resume to [hrcaplifyresearch@gmail.com] or [wtsapp :- 9916459678].

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Job Titles Overview