Live opening · Posted 6 hours ago

Business Development Executive

Finvasia · Mohali
Instahyre 3-5 yrs
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At a glance

The key details from the original listing.

Posted 6 hours ago
CompanyFinvasia
LocationMohali
Experience3-5 yrs
SkillsBusiness Development, Capital Markets, Client Acquisition, Finance, Investment, Sales
SourceInstahyre
Listed6 hours ago

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About the role

Description supplied by the original job listing.

We are seeking a dynamic and results-driven Business Development Executive or Senior BD Executive to join our growing team. This role is ideal for someone who is passionate about the investment and financial markets and enjoys building strong client relationships.
Responsibilities:
Drive new client acquisition, activation, and account funding by identifying prospects and converting them into active, funded clients.
Track pipeline and conversion metrics consistently to identify gaps and improve overall performance.
Handle negotiations and objections with a consultative, client-first approach, ensuring smooth onboarding.
Maintain accurate lead, client, and pipeline records in the CRM system.
Coordinate with stakeholders and other partnered teams for a seamless client journey.
Stay updated on stock markets and financial products.
Achieve and exceed monthly/quarterly business development and revenue targets.
Deliver exceptional client service and handle escalations efficiently across live chat, email, phone calls, and other communication channels.
Organize, schedule, and liaise with different departments to ensure timely resolution of client issues.
Requirements:
Qualification: Minimum Graduate, Postgraduate Preferred.
Experience: 2-5 years in client acquisition, business development, and customer support within the finance/capital market industry.
2-5 years' experience in client acquisition, business development, or sales in investment or finance.
Basic working knowledge of financial products.
Excellent communication, negotiation, and relationship-building skills.
Familiarity with CRM/lead management tools.
Target-oriented, collaborative mindset, comfortable multitasking in a fast-paced environment.
Willingness to work flexible hours aligned with global market timings, as required.
Desired Skills: Client Acquisition, Business Development, Relationship Management, Stock Market Knowledge, Lead Generation, Negotiation, CRM, Client Support.

Skills
CRM, business development, capital markets, client acquisition, finance, investment, sales

Experience
3-5 yrs

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