Business Development Executive

Job highlights

• Bachelors degree in any discipline
• Existing HNI / Retail client network is an added advantage. . NISM Certification will be an added advantage
• Finance,Business,or Marketing preferred.
• Experience in Stock Broking,Fintech,Wealth Management,Mutual Funds,or Financial Product Sales. . Strong knowledge of stock markets,Demat accounts,and financial products.

Responsibilities

• Drive new client acquisition and business growth for Demat & Trading Accounts.
• Generate business through direct sales, referrals, cold calling, networking, and digital leads.
• Consistently achieve assigned client acquisition, activation, revenue, and business growth targets.
• Drive measurable business outcomes through effective sales and client engagement strategies.
• Promote and cross-sell Mutual Funds, IPOs, MTF, Bonds, and other financial products.
• Build and maintain strong relationships with Retail, HNI, and Corporate clients.
• Identify new business opportunities, partnerships, and corporate tie-ups.
• Conduct client meetings, presentations, and product demonstrations.
• Follow up on leads and ensure successful client onboarding and activation.
• Support and coordinate with the sales team to achieve business objectives.
• Monitor sales performance, conversions, revenue, and business growth through CRM and MIS reports.
• Coordinate with Operations, Compliance, and Customer Support teams for smooth client servicing.
• Ensure adherence to SEBI, NSE, BSE, and company policies.

Skills & Eligibility

• Bachelors degree in any discipline; Finance, Business, or Marketing preferred.
• Experience in Stock Broking, Fintech, Wealth Management, Mutual Funds, or Financial Product Sales.
• Strong knowledge of stock markets, Demat accounts, and financial products.
• Proven experience in client acquisition, business development, and revenue generation.
• Strong communication, negotiation, leadership, and relationship management skills.
• Target-driven with a strong focus on measurable business results.
• Proficiency in MS Excel and CRM tools.
• Existing HNI/Retail client network is an added advantage.
• NISM Certification will be an added advantage.

Branch Details

Chennai, Tamil Nadu

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