About X Capital India
- InvestX ( Wealth Management Vertical ) X Capital India
- INVEST X, is a growing financial advisory and wealth management company providing comprehensive financial solutions under one roof. Our services include Mutual Funds, SIPs, PMS, AIFs, Bonds, Health & Life Insurance, Retirement Planning, and Goal-Based Wealth Creation. We are looking for energetic, ambitious, and result-oriented professionals who are passionate about finance, client relationships, and business growth.

Key Responsibilities
Identify and generate new business opportunities through prospecting, networking, referrals, and digital leads. Connect with potential clients and understand their financial needs. Schedule client meetings and coordinate with senior financial advisors. Develop and maintain robust relationships with existing and prospective clients. Follow up on leads received through social media, marketing campaigns, referrals, and events. Maintain accurate records of client interactions and follow-ups using CRM tools. Work towards monthly lead generation, conversion, and revenue targets. Support marketing initiatives, financial awareness campaigns,



and promotional activities. Candidate Requirements 2–5 years of experience in business development, financial services, banking, insurance, or wealth management preferred. Excellent verbal and written communication skills. Confident personality with strong interpersonal and presentation skills. Basic understanding of financial products such as SIPs, Mutual Funds, and Insurance. Ability to independently manage leads and follow-ups. Proactive, target-oriented, and willing to learn. Proficiency in MS Excel and CRM tools is an advantage.

What We Offer
Opportunity to work in a growing wealth management company. Exposure to multiple financial products and client segments. Performance-based growth opportunities. Professional training and mentorship. A collaborative and entrepreneurial work environment. Apply Now: Send your resume to [email protected] Contact Us at : (phone hidden) Location Pin code : 201304 Subject: Application – Business Development Executive – Noida

📌 Business Development Executive (Noida)
🏢 Xcapitalindia
📍 Noida