Job DescriptionJob Description

We are a financial consultancy engaged in Project Finance, Construction Finance, Working Capital Finance, and other financial advisory services. We are looking for a Business Development Executive (BDE) to identify potential clients, generate business opportunities, build client relationships, and support the company’s growth.

The candidate will be responsible for connecting with builders, developers, contractors, and business owners, understanding their basic funding requirements, generating leads, following up with prospects, and coordinating with the internal finance team for further processing.

- Key ResponsibilitiesIdentify and connect with potential clients through calls, WhatsApp, email, LinkedIn, and other channels.
- Generate new business opportunities for Project Finance, Construction Finance, Working Capital Finance, and other financial services.
- Contact builders, developers, contractors, and business owners to understand their funding requirements.
- Conduct outbound calls and explain the company's financial solutions to prospective clients.
- Follow up regularly with leads and convert prospects into qualified business opportunities.
- Handle leads generated through digital marketing and other business development activities.
- Build and maintain robust relationships with prospective and existing clients.
- Schedule meetings between clients and senior consultants/management.
- Collect basic client and project information and coordinate with the finance team for further evaluation.
- Maintain accurate records of leads, follow-ups, meetings, and conversions.
- Prepare regular updates and reports on business development activities.




- Coordinate with internal teams to ensure smooth client communication and processing.
- Assist in developing new client acquisition and business development strategies.
- Achieve assigned business development and lead-generation targets.
- Perform other responsibilities assigned by the management.
- Preferred Candidate Profile1 to 5 years of experience in Business Development, Sales, Telecalling, Inside Sales, Client Relationship Management, or Lead Generation.
- Candidates with experience in Banking, Insurance, NBFCs, Financial Services, Loan Sales, Real Estate, or B2B Sales will be preferred.
- Experience in project finance, business loans, construction finance, or financial products will be an added advantage.
- Candidates with BPO/customer service or sales experience can also be considered.
- Good communication skills in English and Hindi/Kannada/Telugu will be an advantage.
- Should be comfortable with outbound calling, lead generation, and regular follow-ups.
- Strong convincing, negotiation, and relationship-building skills.
- Basic knowledge of MS Office, Excel, WhatsApp, email, and CRM tools.
- Should be target-oriented, organized, and proactive.
- Professional attitude with willingness to learn about project finance and construction finance.

Key SkillsBusiness Development | B2B Sales | Lead Generation | Client Relationship | Telecalling | Follow-up | Banking & Finance | Loan Sales | Real Estate | Communication Skills | Negotiation | Customer Relationship Management

Job Title: Business Development Executive (BDE)

Experience: 1–5 Years

Industry: Financial Services / Finance Consultancy

Employment Type: Full Time

Department: Business Development / Sales

📌 Business Development Executive (BDE) (Bengaluru)
🏢 Capfortune Consultancy Services Private
📍 Bengaluru