Wealth Bees

JOB DESCRIPTION — BUSINESS DEVELOPMENT TEAM

Business Development Executive (BDE)

Department: Business Development.

Location: Field Role — Lucknow only.

Reporting To: Business Development Manager.

Job Summary

We are looking for a proactive Business Development Executive to generate leads and build client relationships by visiting corporate offices, institutions, residential societies, and other public places. The role involves extensive field travel and requires a self-motivated individual comfortable with day-to-day client-facing work.

Key Responsibilities:-

● Visit corporate offices, institutions, markets, and other identified locations to source new leads and prospects on a daily basis.

● Generate interest in the company's financial products/services and schedule follow-up meetings for the team.

● Maintain a daily log of visits, leads generated, and outcomes for reporting purposes.





● Build and maintain relationships with prospects to support long-term client acquisition.

● Coordinate with the internal team to ensure timely follow-up on leads generated.

● Represent the company professionally at all times during field visits.

Requirements

● Minimum qualification: Graduate (any stream).

● Must own a vehicle (two-wheeler) with a valid driving license — compulsory.

● Willingness to travel extensively within the city for lead sourcing.

● Positive communication and interpersonal skills.

● Self-driven, target-oriented, and comfortable with field work.

● Prior experience in sales/field marketing is an added advantage, but not mandatory.

📌 Business Development Executive (Lucknow)
🏢 CFPL
📍 Lucknow