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.
About the Role: We are looking for a Field Sales Executive to join our growing DSA (Direct Selling Agent) business. The role involves meeting clients and partners in the field, identifying potential customers for Home Loans, Personal Loans, and Business Loans, and building strong relationships with builders, real estate agents, and local business owners. You’ll play a key role in expanding our loan customer base and driving business growth through on-ground marketing and relationship management. Key Responsibilities: 1. Generate leads for home loans, personal loans, and business loans through field visits, referrals, and networking. 2. Visit builders, property dealers, agents, and local businesses to identify potential customers. 3. Explain loan products, eligibility criteria, interest rates, and documentation requirements to prospective clients. 4. Collect and verify required documents from customers and coordinate with back-end teams for loan processing. 5. Maintain regular follow-ups with clients to ensure conversions and smooth disbursals. 6. Build and maintain relationships with real estate agents, builders, and channel partners for continuous lead flow. 7. Achieve monthly sales targets set by the management. 8. Maintain proper reports of daily visits, leads generated, and conversions.