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].
The Caplify Research is one of the trusted names in the arena of the financial services. We Are Leader In Equity Market, Focusing On Technical And Fundamental Analysis To Convert Raw Data And Information Into Expert Advice. We provide our customers and investors with the stock market services and the entire gamut of advisory services at one place. We are an organization giving the latest research and details on the capital markets in India. JOB ROLE: Business Development Executive Responsibilities: • Convert customers from leads, proactively identify and target potential clients within the stock market industry. • Responsible for generating calls to potential customers with the main goal to achieve sales. • Help Customers in Stock Market trading with the team of Research analyst. • Conduct thorough market research to understand industry trends, competitor activities, and potential areas for business growth. • Act as a trusted advisor, providing insights and solutions to address client needs effectively. • Maintain accurate and up-to-date records of sales activities, leads, and opportunities in theCRM system. • Follow up on any sales leads, clearly providing relevant facts, reviewing client’s feedback and making necessary changes. • Build and maintain strong connections with new and existing clients to understand their needs, challenges, and objectives. • Prepare and deliver persuasive proposals and negotiate terms to reach mutually beneficial agreements. • Meet and exceed sales targets and KPIs on a weekly and monthly basis. • Becoming a product expert and be able to effectively present the company’s services to current and new customers. • Developing and implementing new sales strategies to grow the business. • Negotiating with clients to secure deals at attractive prices. Requirements: • Any Bachelor’s degree. • Proven track record of success in B2C sales, preferably within the stock market or financial services industry. • Freshers also can apply. • Strong understanding of stock market concepts, investment products, and financial instruments. • Excellent written and verbal communication. • Self-motivated and driven to exceed targets while maintaining a customer[1]centricapproach. • Ability to convince potential clients, build and maintain strong client relationships and handle objections effectively. • Ability to work collaboratively in a team-oriented environment. Salary: Based on performance in interview for Fresher and Experienced. Benefits: • Unlimited Incentives + Cash backs+ Cash Reward • Ongoing training and professional development opportunities. • Opportunity to work in a fast-paced and innovative environment within the stock market industry.Those who are coming with their own team ,will offer TL, Sr TL,Manager position according to team size Mode of Interview Round 1: Telephonic Interview Round 2: Walk-in Interview Timings - 9:00 am to 6:00 pm Week offs - 1 st & 2 nd Saturdays, every Sundays are fixed off