Job Description

Surat


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Job Title: Business Development Executive (BFSI)

Location: Surat ,Gujarat

Experience : 13 years of experience in BFSI sales preferred


Key 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

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

Understand customer financial needs and provide appropriate product solutions.

Achieve monthly/quarterly business targets as per company goals.

Conduct financial planning discussions and guide clients with suitable investment options.

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.

Good knowledge of financial products, investment planning, and wealthmanagement.


Experience 1 - 3 Years


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


Industry Sales & Marketing / Business Development / Telecaller


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


Key Skills Client Management Investment Planning Wealth Management Retirement Planning Insurance Sales Business Loan