Job Description

Surat


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Job title: Business Development Executive (BFSI)

Location: Surat, Gujarat

Salary: ₹20,000 - ?30,000 per month

Experience: 1-3 years of experience in BFSI sales preferred

Roles& Responsibilities

Identify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management Services

Understand customer financial needs and provide tailored solutions

Conduct financial planning discussions and guide clients with suitable investment options

Achieve monthly/quarterly business targets aligned with company goals

Build and maintain strong client relationships through regular follow-ups and advisory

Stay updated with market trends, regulatory changes, and BFSI industry developments

Maintain proper documentation and ensure compliance with company and regulatory guidelines

Qualifications & Skills

Graduate / Postgraduate in Finance, Commerce, Business, or related field

Strong knowledge of financial products, investment planning, and wealth management

Excellent communication, and relationship-building skills

Self-motivated and target-driven with a customer-first approach

Active Listening

Strong interpersonal skills

Lead generation


Experience 1 - 3 Years


Salary 2 Lac 25 Thousand To 3 Lac 50 Thousand P.A.


Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan


Qualification B.Com, M.B.A/PGDM


Key Skills Investment Planning Management Skills Interpersonal Skills Communication Skills CRM Financial Products