Industry: Legal Services / Financial Services / IEPF Shares Recovery

Location: Delhi

Experience: 2–4 Years

Job Summary

We are seeking a dynamic and result-oriented Business Development Executive/Manager to drive client acquisition and revenue growth in the IEPF Shares Recovery and related legal

services domain. The candidate will be responsible for lead generation, client consultation,

proposal closure, and coordination with internal legal and compliance teams.

Key Roles & Responsibilities

1. Client Acquisition & Lead Generation

2. Identify potential clients with unclaimed shares/dividends transferred to IEPF.

3. Generate leads through referrals, databases, market research, RTAs, and legacy

shareholder records.

4. Conduct outbound calls, emails, and client meetings to explain recovery services.

5. Client Consultation & Sales Closure

6. Understand client requirements, inheritance issues, and documentation status.

7. Educate clients on the IEPF recovery process, timelines, and regulatory framework.

8. Prepare proposals, explain fee structures, and close agreements.





9. Internal Coordination

10. Coordinate with legal, documentation, research, and compliance team post-closure.

11. Ensure smooth case handover and track progress milestones.

12. Compliance & Process Awareness

13. Maintain updated knowledge of IEPF rules, SEBI guidelines, RTA processes, and

succession laws.

14. Ensure all client engagements adhere to regulatory and internal compliance standards.

Reporting & MIS

Maintain accurate CRM data, lead pipeline, conversions, and revenue reports. Share weekly/monthly MIS with management.

Required Skills & Qualifications

1. Any Bachelor’s / Master’s degree.

2. Proven experience in business development, sales, or client acquisition (legal/financial services preferred).

3. Strong communication, negotiation, and client-handling skills.

4. Working knowledge of IEPF, demat, shares recovery, succession, or capital markets

is a solid advantage.

📌 Bussiness Development Executive (Delhi)
🏢 wealth finder
📍 Delhi