Company Description SAFEinvest is a leading financial products distributor in India, operating since 2003 and offering over two decades of experience in the financial products distribution domain. The organization is led by a team of professionals with extensive knowledge in financial services and a strong vision of becoming a globally respected company. SAFEinvest focuses on delivering comprehensive financial solutions with a “Customer First” philosophy that prioritizes product range, service quality, and customer experience.

As an AMFI-registered mutual fund distributor (VA Financial Products Distribution LLP, ARN - 129800), the company provides clients with trusted investment options and guidance. SAFEinvest maintains an active presence on social media to share updates, insights, and information about its services.

Role Description This is a full-time, on-site Business Development Executive role based in Surat.

The Business Development

Executive will identify and acquire new clients, nurture existing relationships, and promote SAFEinvest’s range of financial products, including mutual funds and other investment solutions.

Responsibilities include conducting client meetings, understanding financial needs, presenting suitable products, and ensuring high-quality customer service aligned with the company’s “Customer First” philosophy. The role involves market research, lead generation, follow-ups, and coordination with internal teams to ensure accurate documentation and smooth onboarding.

The Business Development

Executive will also support marketing initiatives, participate in local promotional activities, and regularly report on sales performance and pipeline status. WE ARE HIRING





Business Development Executive - Institutional Outreach & Lead Generation Description of Role:

Build a strong B2C lead pipeline through field outreach, networking, prospect engagement, referrals, events, and institutional activities. Identify prospective customers, develop business opportunities, and support the Sales Team with qualified leads to drive business growth. Job Details:

Department: Marketing

Nature: Field Marketing, Networking, Lead Generation and Institutional Outreach

Location: Surat Key Responsibilities

Identify and connect with corporates, colleges, institutions, and other potential platforms.

Generate B2C leads through field visits, networking, referrals, events, and market outreach.

Schedule meetings, presentations, and awareness sessions for the Sales Team.

Build and maintain relationships with institutions and key decision-makers.

Explore new networking opportunities and channels for lead generation.

Qualify prospects and coordinate lead handover with the CRM and Sales Teams.

Maintain lead records, track follow-ups, and monitor lead status.

Represent SAFEinvest professionally at external events and activities. Requirements:

Minimum Graduation in any field; MBA in Marketing preferred.

2-4+ years of experience in networking, lead generation, field marketing, or relationship management.

Solid communication, presentation, networking, and interpersonal skills.

Confident and comfortable with public interaction and field activities.

BFSI or financial services experience preferred. Benefits:

Performance Incentives

Career Growth Opportunities

Training and Learning Opportunities

BFSI Industry Exposure

Professional Work Environment

📌 Business Development Executive (Surat)
🏢 SAFEinvest
📍 Surat