Company Description Investmart Securities Private Limited is a trusted wealth management company based in Vadodara, Gujarat, operating in the financial services industry since 2005. The company serves a diverse client base across India, the US, Canada, the Middle East, and Southeast Asia, including companies, trusts, associations, societies, high net-worth individuals, and non-resident individuals. Investmart specializes in understanding client profiles, identifying financial goals, and designing, reviewing, and managing customized portfolios.

The firm works with a wide range of government-recognized instruments across asset classes such as equities, debt, commodities, currencies, real estate, and insurance. Investmart is committed to need-based investment advisory, focusing on client requirements rather than product pushing, and has earned strong recognition in the corporate world for this approach.

Role Description This is a full-time, on-site Business Development Executive role based in Vadodara.

The Business Development

Executive will be responsible for identifying and pursuing new business opportunities, generating qualified leads, and building a robust sales pipeline across target client segments. The role includes conducting client meetings, understanding financial needs, presenting suitable wealth management solutions, and coordinating with internal teams to ensure timely onboarding and service delivery.



The individual will maintain and grow relationships with existing clients, support account management activities, and contribute to revenue and growth targets. Daily responsibilities also include market research, tracking competitor offerings, preparing sales reports, and participating in promotional events or client outreach initiatives as required.

Qualifications

- Proven skills in New Business Development and Lead Generation, with the ability to identify prospects, qualify opportunities, and convert them into long-term relationships.
- Strong Business and Account Management skills to understand client profiles, manage portfolios in coordination with advisory teams, and ensure high levels of client satisfaction.
- Excellent Communication skills, including the ability to explain financial concepts clearly, conduct professional client meetings, and prepare concise presentations or reports.
- Bachelor’s degree in Business, Finance, Commerce, or a related field; additional certifications in financial markets, wealth management, or investment advisory are an advantage.
- Knowledge of financial products such as equities, bonds, mutual funds, insurance, and other investment instruments; prior experience in wealth management or financial services is preferred.
- Ability to work in a target-driven environment, strong ethical standards, customer-centric mindset, and proficiency in basic office and CRM software.

📌 Business Development Executive (Vadodara)
🏢 Investmart Securities Private
📍 Vadodara