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Business Development Executive

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Onsite

Business Development Executive

Equentis Wealth Advisory

Business Development Executive

Skills

Business DevelopmentCompliance

1 month ago

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Important information


Contract type:

Permanent

Salary:

₹300,000 – ₹800,000 / year

Location:

Bengaluru, Karnataka, India

Work mode:

Onsite

Published on:

8 September 2026

What they need


We are looking for dynamic, goal-oriented professionals to join our PMP team in Bangalore. In this role, you will help clients build long-term wealth through disciplined equity investments. This is a B2C inside sales position that requires high energy, persuasive communication, and a proactive approach to hitting targets .

Job Purpose

Provide the much-needed guidance to the existing annual Clients of 5 in 5 Strategy,’ ‘Mispriced

opportunities’ & ‘Combo’ services so that they upgrade themselves to the premium range of a service

like Premium Membership Program Subscription.

Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing

clients.

Major Accountabilities

  • Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers’ renewals and upgrades to LONG TERM subscriptions.
  • Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription
  • Ensures all compliance norms are met from a SEBI disclosure standpoint
  • Ensure exemplary communication with all stakeholders to update the progress made on

conversions and accounts maintained till date

  • Identifies and resolves all operational issues clearly articulating the potential

recommendations/solutions

  • Works cohesively with other teams and forms an important bond with other centers spread across India
  • Is proactive in planning; anticipating change and acting in accordance; drive meticulous

implementation of goals and metrics.

  • Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements.

Key Performance Indicators

  • Clearly communicates and lives the company’s missions and values
  • Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities
  • Provides thought leadership to shape future decisions
  • Adapts to changing objectives and priorities
  • Continually measures outputs, capability, and success criteria

What’s on Offer

  • Quality: As per KPIs and qualitative feedback from the clients
  • Operational efficiency: Ensure optimal resource utilization
  • Innovation: Ability to find creative ways to build client base and grow
  • Values and behaviors: in line with standards of Research and Ranking

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