Job Description – Business Development Executive [B2B Field sales Mandatory]

Location: Jaipur

Industry: Financial Services / Wealth Management / Stock Broking

Position: Business Development Executive (BDE)

Experience: 2–4 Years

Salary- 4.2lpa

Employment Type: Full-Time

Key Responsibilities

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

●Acquire new 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

●Robust 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.

●NISM certification will be an added advantage.

📌 Business Development Executive (BDE) (Jaipur)
🏢 Solution Box
📍 Jaipur