Key Responsibilities:
Identify and acquire new clients for trading and investment services.
Generate leads through referrals, networking, field visits, digital channels, and cold calling.
Promote equity, derivatives, commodities, mutual funds, IPOs, bonds, and other financial products offered by the company.
Open Demat and Trading accounts and ensure timely completion of documentation and KYC requirements.
Maintain strong relationships with existing clients to increase retention and cross-selling prospects.
Achieve monthly, quarterly, and annual sales targets.
Conduct client meetings, presentations, and product demonstrations.
Keep clients informed about market trends, investment opportunities, and company offerings.
Coordinate with operations and compliance teams for smooth onboarding and service delivery.
Maintain accurate records of customer interactions and sales activities in the CRM system.
Ensure compliance with company policies and applicable regulatory guidelines.
Participate in promotional campaigns,



investor awareness programs, and business development activities.

Required Qualifications:
Bachelor's degree in Business Administration, Commerce, Finance, Economics, or a related field.
MBA (Marketing/Finance) is preferred.

Experience:
1–5 years of experience in sales, financial services, stock broking, banking, wealth management, or insurance.
Fresh graduates with solid sales aptitude may also be considered.

Required Skills:
Robust communication and interpersonal skills.
Sales and negotiation abilities.
Customer relationship management.
Knowledge of financial markets and investment products.
Lead generation and business development.
Goal-oriented with a results-driven approach.
Basic understanding of stock market operations.
Proficiency in MS Office and CRM software.

Pay: ₹45,000.00 - ₹55,000.00 per month

Work Location: In person

📌 Senior Business Development Manager Nagpur
🏢 Badjate Wealth Private
📍 Nagpur