Business Development Executive (BDE)

Investment Solutions - Mutual Funds, PMS & AIFs

About Us

We are a well-established investment advisory firm with a rich legacy of 25 years in the financial services industry. Based in Faridabad and Gurugram, we proudly serve over 600+ satisfied clients with an Assets Under Management (AUM) of ₹100 crores. Our commitment to excellence and client-centric approach has made us a trusted partner in wealth creation and investment management.

Role Overview

We are seeking a dynamic and results-driven Pre-Sales Business Development Executive to join our growing team. This role is pivotal in expanding our client base and driving business growth through effective lead conversion and relationship building in the investment advisory space.

Key Responsibilities

Lead Management & Conversion

Convert incoming leads into qualified prospects through strategic engagement and consultation

Conduct initial client interactions to understand their investment objectives, risk appetite, and financial goals

Present company credentials, track record, and service offerings to potential clients

Qualify leads based on investment capacity, requirements, and alignment with our services

Client Relationship Development

Build rapport with prospective clients through professional communication and consultative approach

Conduct detailed needs analysis to understand client's investment preferences across Mutual Funds, PMS, and AIF products

Educate clients on various investment options and their benefits

Schedule and facilitate meetings between qualified prospects and senior team members

Business Development Activities

Collaborate with the investment advisory team to develop customized investment proposals

Create comprehensive investment plans tailored to individual client requirements

Support senior team members in client presentations and deal closure activities

Maintain detailed records of client interactions and follow-up activities

Team Collaboration

Work closely with senior advisors and portfolio managers to ensure seamless client onboarding

Participate in team discussions to strategize on complex client requirements

Seek guidance and mentorship from senior team members for challenging cases

Contribute to team meetings and business development initiatives

Required Qualifications

Educational Background

Bachelor's degree in Finance, Economics, Business Administration, or related field

Professional certifications (NISM, AMFI) preferred but not mandatory

Experience

1-3 years of experience in financial services, preferably in investment advisory or wealth management

Prior experience in pre-sales, business development, or client relationship roles will be an advantage

Core Competencies

Excellent verbal and written communication skills in English and Hindi

Strong interpersonal skills with ability to build trust and credibility

Good understanding of financial markets, mutual funds, PMS, and AIF products

Proficiency in MS Office applications and CRM software

Strong analytical and problem-solving abilities

Personal Attributes

Results-oriented with a passion for achieving targets

Self-motivated with ability to work independently

Professional demeanor with high ethical standards

Ability to work under pressure and manage multiple client interactions

Eagerness to learn and grow in the investment advisory domain

What We Offer

Competitive salary with attractive incentive structure

Comprehensive training on investment products and sales techniques

Opportunity to work with experienced professionals in a established firm

Career growth opportunities within the organization

Professional development and certification support

Location

Gurugram (NCR)

Employment Type

Full-time

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

Schedule:

• Day shift

Language:

• Hindi (Preferred)

Work Location: In person