Business Development Executive

Job Title: Business Development Executive Role Overview Looking for a motivated and target-driven Business Development Executive (Sales & Marketing) to generate new business opportunities, build long-term client relationships, and promote the company's financial products and services. Key Responsibilities - Generate new business through field visits, direct sales, referrals, networking, and local market activities. - Acquire new clients and assist them in opening Demat & Trading Accounts. - Promote and generate business through Mutual Fund investments, SIPs, Lump Sum investments, and other investment products. - Identify customer needs and promote suitable Life & General Insurance products to generate new policies. - Build and maintain strong long-term relationships with clients through regular follow-ups and personalized service. - Conduct client meetings, presentations, promotional activities, marketing campaigns, and local events to generate new leads. - Maintain accurate and updated CRM records, including leads, follow-ups, client interactions, and conversion status. - Submit daily/weekly sales and activity reports to the reporting manager. - Coordinate with the internal team for account opening, investment processing, documentation, and client servicing. - Ensure all sales and client onboarding activities are conducted in accordance with company policies, regulatory guidelines, and compliance requirements. Qualifications / Requirements - Bachelor's degree in any relevant discipline. - 0–3 years of experience; freshers may apply. - Experience in Banking/Finance/Insurance/Stock Market is preferred. - Excellent communication and negotiation skills. - Customer-focused and target-oriented mindset. - Knowledge of finance & investment market. - Quick learner. - Candidates must be from Jaipur.