06 Aug
|
Solution Box
|
Jaipur
06 Aug
Solution Box
Jaipur
– 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 ●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. ●NISM certification will be an added advantage.
📌 Business Development Executive (BDE) (Jaipur)
🏢 Solution Box
📍 Jaipur