Business Support Executive

Job Description: Business Support Executive

Role Overview:
We are looking for a proactive and organised Business Support Executive to support sales, coordinate with internal teams and clients, and ensure smooth business operations.

Key Responsibilities:

• Provide sales support for business development and client servicing.
• Attend client meetings along with the sales team and assist with discussions, follow-ups, and relationship management.
• Coordinate with internal departments for client requirements, documentation, and timely execution.
• Support the promotion of wealth management products, including equity, mutual funds, insurance, and other financial products.
• Maintain client databases, sales reports, MIS, and business trackers.

Desired Profile:

• Graduate in Commerce, Finance, or a related field.
• Basic knowledge of wealth management, equity markets, insurance, and investment products.
• Fluency in English, Hindi, Gujarati, and Marathi is essential.
• Excellent communication, coordination, and interpersonal skills.
• Proficiency in MS Excel and PowerPoint.
• Prior experience in financial services or wealth management will be preferred.