Job Description
Role: Business Development Executive – HNI Sales
Location: Bengaluru
About Us:
I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities.
Role Overview:
We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets.
Key Responsibilities:
· Identify and acquire new HNI clients for investment in Unlisted Shares, Pre-IPO, and other financial products.
· Pitch investment opportunities and build long-term relationships with clients.
· Understand client needs and provide customized investment solutions.
· Stay updated with market trends, product offerings, and competitor activities.
· Achieve sales targets and contribute to overall revenue growth.
· Work closely with the advisory and research team to deliver value-driven investment strategies.
Requirements:
· Bachelor’s degree in Finance, Business, or a related field (MBA preferred).
· Proven interest or prior experience in sales/financial services/investment products.
· Strong communication, negotiation, and presentation skills.
· Ability to engage and build rapport with HNI clients.
· Goal-oriented with a passion for achieving targets.
· Knowledge of equities, unlisted shares, or investment products will be an added advantage.
What We Offer:
· Attractive performance-based incentives.
· Exposure to exclusive Pre-IPO and Unlisted Share opportunities.
· Growth-oriented environment with strong career progression.
· Opportunity to work closely with market experts and HNI investors.