Job Title: Business Development Executive

Role Overview

Looking for a motivated and target-driven Business Development Executive (Sales & Marketing) to generate new business opportunities, build long-term client relationships, and promote the company's financial products and services.

Key Responsibilities

- Generate new business through field visits, direct sales, referrals, networking, and local market activities.
- Acquire new clients and assist them in opening Demat & Trading Accounts.
- Promote and generate business through Mutual Fund investments, SIPs, Lump Sum investments, and other investment products.
- Identify customer needs and promote suitable Life & General Insurance products to generate current policies.
- Build and maintain strong long-term relationships with clients through regular follow-ups and personalized service.
- Conduct client meetings, presentations, promotional activities, marketing campaigns, and local events to generate new leads.
- Maintain accurate and updated CRM records,



including leads, follow-ups, client interactions, and conversion status.
- Submit daily/weekly sales and activity reports to the reporting manager.
- Coordinate with the internal team for account opening, investment processing, documentation, and client servicing.
- Ensure all sales and client onboarding activities are conducted in accordance with company policies, regulatory guidelines, and compliance requirements.

Qualifications / Requirements

- Bachelor's degree in any relevant discipline.
- 0–3 years of experience; freshers may apply.
- Experience in Banking/Finance/Insurance/Stock Market is preferred.
- Excellent communication and negotiation skills.
- Customer-focused and target-oriented mindset.
- Knowledge of finance & investment market.
- Quick learner.
- Candidates must be from Jaipur.

📌 Business Development Executive (Jaipur)
🏢 Erekrut... Recruitment Made Easy
📍 Jaipur