Business Development Executive (BDE)

Key Responsibilities

1. Operations Management:

o Process client transac.ons for mutual funds, SIPs, bonds, and insurance

products.

o Ensure timely and accurate documentation and reporting

2. Data Management:

o Maintain and update client records in the system.

o Generate and analyze reports to support decision-making.

3. Compliance and Documenta.on:

o Ensure adherence to regulatory guidelines and compliance standards.

o Manage KYC (Know Your Customer) and other required documentation

processes.

4. Client Support:

o Handle client queries related to investment and insurance products.

o Coordinate with financial advisors and partners to resolve opera.onal issues.

5. Process Optimisation:

o Identify Opportunities to improve operational efficiency.

o Implement new software tools or workflows to streamline processes.

Job Types: Full-time, Permanent

Education:

• Master's (Preferred)

Experience:

• Operations: 2 years (Preferred)
• total work: 3 years (Preferred)

Work Location: In person