Business Development Executive (BDE)

About Us:

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 100 members. Our core product offerings are mutual funds, FD, Govt. Bonds, Debentures, etc.

Role & Responsibilities:

• Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
• Offer personalized investment solutions aligned with clients’ short-, medium-, and long-term financial goals.
• Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
• Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
• Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
• As per need, male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).

Qualification:

• Minimum Graduate from any stream.

Experience:

• Freshers can apply.

Remuneration:

• As per company norms.

Working Days:

• Monday to Saturday for the first 6 months.
• Post 6 months: Alternate Saturdays off.