Role & responsibilities

- Generate new business opportunities and acquire potential clients.

- Build and maintain strong client relationships.

- Manage leads and convert prospects into clients.

- Conduct client meetings, presentations, and regular follow-ups.

- Understand client requirements and coordinate with the relevant team for suitable financial solutions.

- Achieve monthly and quarterly sales/business targets.

- Develop new client networks and business opportunities.

- Maintain accurate sales and client records.

Preferred candidate profile

- 23 years of relevant experience in Business Development, Sales, Relationship Management, or Client Acquisition.

- Financial industry experience is preferred – Insurance, Banking, Mutual Funds, Investments, Wealth Management, or FinTech.

- Excellent communication, negotiation, and client-handling skills.

- Robust sales and target-oriented mindset.

- Good understanding of financial products and services.

- Confident personality with strong networking and relationship-building abilities.

- Self-motivated, ambitious, and result-oriented.

📌 Business Development Executive (Gurugram)
🏢 Pataso Devi India
📍 Gurugram