Business Development Executive (BDE)

Job Details:

• Position: Business Development Executive – Mutual Funds
• Location: Fort, Mumbai
• Job Type: Full-Time
• Role: Business Development & Client Acquisition
• Experience: 1–3 Years
• Education: Graduate in any discipline
• Preferred: MBA – Finance / Marketing
• Role Type: Front-line, Field Sales
• Salary: As per experience and company policy

Key Responsibilities:

• Generate leads through open-market activity, cold calling, referrals, existing networks, and corporate tie-ups.
• Approach corporates and HR departments for employee investment awareness sessions and SIP enrolment drives.
• Develop relationships with charitable trusts, educational institutions, co-operative housing societies, associations, and other institutions.
• Fix qualified client appointments and participate in first-level client meetings.
• Acquire new clients and contribute towards AUM growth, SIP book building, and business targets.
• Promote Mutual Funds, SIF, Insurance, Fixed Income Products, and Equity Broking.
• Maintain relationships with clients and channel partners.
• Coordinate with AMC relationship managers for product updates, investor meets, and joint activities.
• Maintain lead pipelines, sales activity trackers, and weekly/monthly MIS reports.

Candidate Profile:

• Graduate in any discipline; MBA Finance/Marketing preferred.
• 1–3 years of sales experience in any sector such as retail, real estate, telecom, FMCG, automobile, insurance, EdTech, or financial services.
• Strong communication, presentation, negotiation, and client-handling skills.
• Comfortable with lead generation, field sales, and achieving sales targets.

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Internet reimbursement
• Provident Fund

Work Location: In person