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