Company Description Accurate Broking & Financial Services, founded in 2006 by Pratik Agrawal, is a trusted investment and financial product distribution firm in India. With nearly two decades of experience, the company focuses on ethical, research-driven practices that help thousands of investors grow, protect, and plan their wealth with transparency. It offers diversified solutions across the financial spectrum, including equity and commodity broking, mutual funds and SIF, alternate assets (PMS/AIF), insurance solutions, and fixed income products.

Strong affiliations with leading financial institutions support the delivery of high-quality products and services. The firm is backed by robust finance and compliance expertise and operates under multiple regulatory registrations, aligning with its mission to provide honest, long-term, goal-oriented financial guidance.

Role Description The Business Development Specialist is a full-time, on-site role based in Ahmedabad, responsible for driving client acquisition and revenue growth across the firm’s financial products and services. Day-to-day activities include identifying and qualifying leads, conducting market research to understand client segments, and building strong relationships with prospective and existing clients. The role involves presenting suitable investment and insurance solutions, coordinating with internal teams to ensure smooth onboarding,



and maintaining high standards of customer service and follow-up.

The specialist will track performance metrics, prepare regular business development reports, and participate in client meetings, events, and outreach initiatives to expand the firm’s market presence.

Qualifications

- Candidates should possess strong Analytical Skills to interpret financial data, assess client needs, and support solution recommendations.
- Candidates should possess excellent Communication abilities to explain products clearly, conduct client presentations, and collaborate with internal stakeholders.
- Candidates should possess Lead Generation experience to identify prospects, manage pipelines, and convert inquiries into long-term client relationships.
- Candidates should possess Customer Service capabilities to provide responsive support, handle queries professionally, and ensure high client satisfaction.
- Relevant experience in financial services, wealth management, or investment product distribution is highly beneficial.
- A bachelor’s degree in Finance, Business, Commerce, or a related field is preferred; qualified certifications in financial planning or securities markets are an advantage.
- Proficiency in MS Office tools (Excel, PowerPoint, Word) and CRM or sales tracking systems, along with a proactive, goal-oriented mindset.

📌 Business Development Manager (Ahmedabad)
🏢 Accurate Broking u0026 Financial Services
📍 Ahmedabad