Business Development Executive

Role Overview

The Business Development Associate will be responsible for driving new client acquisition, conducting financial planning discussions, and recommending suitable investment products including mutual funds, debt options, equity schemes, and SIP portfolios. This role requires a smart, proactive, and relationship-driven individual with strong sales and communication skills.

Key Duties & Responsibilities

               •  Generate leads through networking, referrals, digital channels, and field activity.

               •  Conduct requirement analysis to understand clients’ financial goals, risk appetite, and investment preferences.

               •  Present investment options across mutual funds, equity, debt, hybrid, and tax-saving categories.

               •   Provide personalized financial planning and portfolio review services.

               •    Achieve assigned sales and revenue targets consistently.

               •    Maintain strong client relationships through regular follow-ups and advisory interactions.

               •   Stay updated on market trends, fund performance, and SEBI guidelines.

               •   Coordinate with operations and compliance teams for smooth client onboarding.

               •   Maintain detailed CRM records and submit weekly/monthly reports.

Qualifications & Skills Required

               •  Bachelor’s degree in Commerce/Finance/Business; MBA preferred.

               •   Prior experience in sales, financial advisory, or business development.

               •   Strong communication, negotiation, and presentation skills.

               •  Understanding of mutual funds, equity markets, and financial planning basics.

               •   High energy, smart decision-making, target-driven, and client-focused.

               •    NISM Certification (preferred or to be completed after joining).

Benefits

               •  Fixed salary + performance incentives

               •   Learning opportunities in wealth management

               •  Career growth in financial advisory and planning

               •   Supportive leadership and training programs

• It is a Full Time Field Sales job for candidates with 2 - 4 years of experience.

More about this Business Development Executive job

1. What is the eligibility criteria to apply for this Business Development Executive job?
   Ans: The candidate should be Graduate and above and above with 2 - 4 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹55000 per month + Incentives that depends on your interview. It's a Full Time job in Greater Noida.
3. How many working days are there for this Business Development Executive job?
   Ans: This Business Development Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Business Development Executive job?
   Ans: No, there is no fee applicable for applying this Business Development Executive job and during the employment with the company, i.e., Shubh Capital.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Business Development Executive role?
   Ans: There is an immediate opening of 2 Business Development Executive at Shubh Capital
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Business Development Executive job?
   Ans: This Business Development Executive job has 09:00 AM - 06:00 PM timing.