Here’s the Senior Business Development Executive version, keeping the same structure as the BDE JD: Senior Business Development Executive We are looking for a Senior Business Development Executive to drive prospecting and client engagement for our India and Global business, while guiding and mentoring a team of junior BDEs. What You’ll Do
• Identify and research high-potential prospects across India’s metropolitan cities and global markets using lead-generation and sales intelligence tools.
• Lead outbound prospecting and cold calling, and hold in-depth discussions with prospects and clients rather than only first-touch calls.
• Understand clients’ broader financial needs and goals, and pitch our Global Investing and Financial Planning services in a consultative manner.
• Qualify leads against defined parameters and schedule appointments with our Financial Advisors, supporting them in closing where needed.
• Guide, coach and support junior BDEs on calling approach, pitch quality, objection handling and lead qualification.
• Track team and individual targets, and maintain accurate prospect and follow-up information using CRM, Excel and other systems.




• Work closely with the Marketing and Financial Advisory teams to improve lead quality and conversion, and share on-ground feedback. What We’re Looking For
• 3-9 years of experience in business development, inside sales or client engagement, with a solid track record of meeting targets.
• Must have experience in a similar industry: financial services, fintech, NBFC or wealth management.
• Prior experience guiding or mentoring junior team members is preferred.
• Excellent spoken English, strong communication and the ability to hold credible, in-depth conversations with clients.
• Good understanding of wealth management, investments or financial planning.
• Experience with LinkedIn Sales Navigator, Apollo, Lusha or CRM platforms is an advantage.
• Kannada and/or Telugu proficiency is an added advantage.
• Strong Excel/MS Office skills.
• A self-starter who is disciplined, target-oriented and does not require micro-management.
• Comfortable working under tight deadlines, learning complex systems and handling rejection.
• Industry: Made it a must-have (financial services, fintech, NBFC, wealth) rather than a preference.

📌 Senior Business Development Executive (Mumbai)
🏢 FINTOO
📍 Mumbai