Job Title: Business Development Executive About Us: We are a growing financial services firm engaged in DSA (Direct Selling Agent) business and investment advisory as a broker for mutual funds. We work with leading banks, builders, architects, and CAs to provide clients with the best financial solutions, including home loans, business loans, and investment options. Role Overview: We are looking for a proactive and dynamic Business Development Executive who will play a multi-dimensional role involving client acquisition, relationship management, and sales support. The ideal candidate will be responsible for connecting with potential clients, understanding their financial requirements, and offering suitable solutions. Key Responsibilities: 1. Visit and build strong relationships with builders, architects, CAs, and banks to generate business leads. 2. Conduct telecalling to reach potential clients and fix appointments. 3. Meet prospective clients, understand their financial needs, and explain loan products, bank interest rates, and investment options. 4. Maintain and update a database of leads, follow up regularly, and ensure lead conversion. 5. Coordinate with banks and internal teams to process client requirements smoothly. 6. Promote the firm’s mutual fund investment offerings and cross-sell financial products.