Business Development Executives: Vacancies – 9 Location: Ahmedabad

What is the role of a (BDM)?

Interviewing clients, analysing financial information, recommending financial plans and monitoring outcomes along with promoting investment App and Investing through online portal and mobile application, TeachPlug and Invest. Conduct Investment Awareness Programs & cross sale other financial products.

Roles and Responsibilities:

* Explain the types of financial services they provide to potential clients.

* Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals

* Develop and deepen client relationships

* Educate clients and answer questions about investment options and potential risks.

* Guide investments to clients or select investments on their behalf.

* Help clients plan for specific circumstances, such as education expenses or retirement





* Meeting with clients to understand their needs and demands, the coffee table meets.

* Providing periodic updates on the performance of investment portfolios.

* Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children.

* Research investment opportunities.

Eligibility criteria: Graduates (Freshers may Apply) or 1 to 5 years Experience in Financial Services, Banks, Insurance, Product, Solution experience can also apply.

Valuable Communication skill, Presentable, Negotiation skills. Not necessary to have a financial services background; but yes, advantageous.

Work Location: In person

📌 Business Development Executive (BDE) (Ahmedabad)
🏢 ai
📍 Ahmedabad