Business Development Executive (BDE)
Job Details
- Position
- Business Development Executive – Mutual Funds
- Location
- Fort, Mumbai
- Job Type
- Full-Time
- Role
- Business Development & Client Acquisition
- Experience
- 1–3 Years
- Education
- Graduate in any discipline
- Preferred
- MBA – Finance / Marketing
- Role Type
- Front-line, Field Sales
- Salary
- As per experience and company policy
Key Responsibilities
Generate leads through open-market activity, cold calling, referrals, existing networks, and corporate tie-ups.
Approach corporates and HR departments for employee investment awareness sessions and SIP enrolment drives.
Develop relationships with charitable trusts, educational institutions, co-operative housing societies, associations, and other institutions.
Fix qualified client appointments and participate in first-level client meetings.
Acquire new clients and contribute towards AUM growth, SIP book building, and business targets.
Promote Mutual Funds, SIF, Insurance, Fixed Income Products, and Equity Broking.
Maintain relationships with clients and channel partners.
Coordinate with AMC relationship managers for product updates, investor meets, and joint activities.
Maintain lead pipelines, sales activity trackers, and weekly/monthly MIS reports.
Candidate Profile
Graduate in any discipline; MBA Finance/Marketing preferred.
1–3 years of sales experience in any sector such as retail, real estate, telecom, FMCG, automobile, insurance, EdTech, or financial services.
Strong communication, presentation, negotiation, and client-handling skills.
Comfortable with lead generation, field sales, and achieving sales targets.
- Pay
- ₹30,000.00 - ₹40,000.00 per month
Benefits
Cell phone reimbursement
Commuter assistance
Internet reimbursement
Provident Fund
- Work Location
- In person
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