Job Details:

- Position: Business Development Executive – Mutual Funds

- Location: Fort, Mumbai

- Job Type: Full-Time

- Role: Business Development & Client Acquisition

- Experience: 1–3 Years

- Education: Graduate in any discipline

- Preferred: MBA – Finance / Marketing

- Role Type: Front-line, Field Sales

- Salary: As per experience and company policy

Key Responsibilities:

- Generate leads through open-market activity, cold calling, referrals, existing networks, and corporate tie-ups.

- Approach corporates and HR departments for employee investment awareness sessions and SIP enrolment drives.

- Develop relationships with charitable trusts, educational institutions, co-operative housing societies, associations, and other institutions.

- Fix qualified client appointments and participate in first-level client meetings.

- Acquire new clients and contribute towards AUM growth, SIP book building, and business targets.

- Promote Mutual Funds, SIF, Insurance, Fixed Income Products, and Equity Broking.





- Maintain relationships with clients and channel partners.

- Coordinate with AMC relationship managers for product updates, investor meets, and joint activities.

- Maintain lead pipelines, sales activity trackers, and weekly/monthly MIS reports.

Candidate Profile:

- Graduate in any discipline; MBA Finance/Marketing preferred.

- 1–3 years of sales experience in any sector such as retail, real estate, telecom, FMCG, automobile, insurance, EdTech, or financial services.

- Solid communication, presentation, negotiation, and client-handling skills.

- Comfortable with lead generation, field sales, and achieving sales targets.

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits

- Cell phone reimbursement

- Commuter assistance

- Internet reimbursement

- Provident Fund

Work Location: In person

📌 Business Development Executive (BDE) (Mumbai)
🏢 Satvari Investments
📍 Mumbai