Job highlights

- Bachelors degree in any discipline

- Existing HNI / Retail client network is an added advantage. . NISM Certification will be an added advantage

- Finance,Business,or Marketing preferred.

- Experience in Stock Broking,Fintech,Wealth Management,Mutual Funds,or Financial Product Sales. . Strong knowledge of stock markets,Demat accounts,and financial products.

Responsibilities

- Drive recent client acquisition and business growth for Demat & Trading Accounts.

- Generate business through direct sales, referrals, cold calling, networking, and digital leads.

- Consistently achieve assigned client acquisition, activation, revenue, and business growth targets.

- Drive measurable business outcomes through effective sales and client engagement strategies.

- Promote and cross-sell Mutual Funds, IPOs, MTF, Bonds, and other financial products.

- Build and maintain strong relationships with Retail, HNI, and Corporate clients.

- Identify new business opportunities, partnerships, and corporate tie-ups.

- Conduct client meetings, presentations, and product demonstrations.

- Follow up on leads and ensure successful client onboarding and activation.

- Support and coordinate with the sales team to achieve business objectives.

- Monitor sales performance, conversions, revenue,



and business growth through CRM and MIS reports.

- Coordinate with Operations, Compliance, and Customer Support teams for smooth client servicing.

- Ensure adherence to SEBI, NSE, BSE, and company policies.

Skills & Eligibility

- Bachelors degree in any discipline; Finance, Business, or Marketing preferred.

- Experience in Stock Broking, Fintech, Wealth Management, Mutual Funds, or Financial Product Sales.

- Strong knowledge of stock markets, Demat accounts, and financial products.

- Proven experience in client acquisition, business development, and revenue generation.

- Strong communication, negotiation, leadership, and relationship management skills.

- Target-driven with a strong focus on measurable business results.

- Proficiency in MS Excel and CRM tools.

- Existing HNI/Retail client network is an added advantage.

- NISM Certification will be an added advantage.

Branch Details

Chennai, Tamil Nadu

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Business Development Executive (Chennai)
🏢 Aetram Group of Companies
📍 Chennai