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 solid 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 opp

📌 Business Development Executive (Surat)
🏢 SAFEinvest
📍 Surat