Job OverviewWe are looking for a Business Development Executive (BDE) who will be responsible for calling leads, explaining our investment products, following up with potential customers, and converting leads into customers.
Key ResponsibilitiesCall leads provided by the company on a daily basis.
Explain the company's investment products and how they work.
Clearly explain the investment process, potential returns/profit structure, tenure, terms, and applicable risks based on approved company information.
Understand customer requirements and answer their questions.
Follow up with interested leads regularly.
Handle customer objections and provide accurate information.
Convert qualified leads into customers.
Maintain proper records of calls, follow-ups, and lead status in the CRM.
Coordinate with the team regarding high-potential leads.
Achieve assigned daily, weekly, and monthly targets.
Daily WorkCheck assigned new leads and pending follow-ups.
Make calls to new leads.
Explain the investment product to interested customers.
Follow up with existing leads.
Handle customer queries and objections.
Update CRM/call records.
Work towards daily conversion and investment targets.
Submit the required daily performance report.
RequirementsGraduate in any discipline.
Good communication and convincing skills.
Comfortable making outbound calls.
Good follow-up and relationship-management skills.
Target-oriented and self-motivated.
Basic knowledge of CRM and MS Office/Google Workspace.
Experience in sales, business development, finance, investment, insurance, or fintech is preferred.
Key Performance AreasNumber of leads contacted.
Quality conversations.
Follow-ups completed.
Lead conversion.
Investment/business generated.
Achievement of monthly targets.
CRM and daily report accuracy.