Job Description – Business Development Manager (BDM

Location: Jaipur

Industry: Financial Services / Wealth Management / Stock Broking

Position: Business Development Manager (BDM)

Experience: 2–5 Years

Salary- 4.2lpa

Key Responsibilities:-

●Generate leads through cold calling, referrals, networking, field visits, and digital channels.

●Acquire recent clients for Demat & Trading Accounts.

●Promote Mutual Funds, SIPs, Equity Investments, IPOs, PMS, Bonds, and other financial products.

●Conduct client meetings to understand investment requirements and financial goals.

●Build and maintain strong relationships with HNIs, retail investors, and corporate clients.

●Achieve monthly revenue and account opening targets.

●Coordinate with internal teams for smooth onboarding and documentation.

●Maintain regular follow-ups with prospective and existing clients.

●Keep updated with market trends and investment opportunities.

●Ensure high levels of customer satisfaction and retention.





Required Skills:-

●Strong communication and presentation skills.

●Excellent negotiation and convincing abilities.

●Sales-oriented mindset with target achievement capability.

●Knowledge of stock market, mutual funds, SIPs, and financial products.

●Relationship management and client handling skills.

●Basic understanding of Demat and Trading Account processes.

●Proficiency in MS Excel, CRM, and online sales tools.

Preferred Candidate Profile:-

●Graduate in any discipline (MBA/PGDM preferred).

●Experience in Financial Services, Banking, Insurance, Wealth Management, Stock Broking, or Investment Advisory.

- Experience in hard core field sales and client handling.

●NISM certification will be an added advantage.

Pay: ₹30,000.00 - ₹35,000.00 per month

Work Location: On the road

📌 Business Development Manager (BDM) (India)
🏢 client of solution Box
📍 India