We are looking for a driven and target-oriented Business Development Executive to grow our Wealth Management business.
This is an individual-contributor, calling-led sales role focused on client acquisition, follow-ups and conversion. The candidate will be responsible for taking prospects through the sales process, converting them into clients and handing over converted clients to the onboarding team.
Key Responsibilities
- Make outbound calls and pitch our Wealth Management offerings.
- Follow up consistently with prospects to drive conversions.
- Manage the sales process from initial call through conversion and hand over converted clients to the onboarding team.
- Drive new client acquisition for Wealth Management .
- Maintain a structured pipeline of prospects and follow-ups.
- Re-engage prospects who have not converted and pursue them through timely follow-ups.
- Maintain accurate records of calls, follow-ups, conversions and revenue.
- Share regular sales updates and progress with management.
Candidate Profile
- 0–2 years of experience in telecalling, telesales, BFSI, wealth management or financial sales.
- Freshers with strong communication skills may apply.
- Basic understanding of Wealth Management and financial products is required.
- Comfortable with outbound calling, follow-ups and sales targets.
- Strong communication and convincing skills.
- Self-driven, persistent and target-oriented.
- Comfortable working independently with minimal supervision.
- Existing investor/client network is an advantage, but not mandatory.
What we are looking for Someone who is confident on calls, consistent with follow-ups and driven by conversions , with an interest in building a career in financial services and wealth management.
This is a sales-focused role , not a trade-execution or back-office position.
Call → Follow Up → Convert → Grow Wealth Management
📌 Business Development Executive (Mumbai)
🏢 Quantify Capital
📍 Mumbai
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