Business Development Executive (BDE)

Position: Business Development Executive [ BDE]

Company: Nivesshtam Pvt Ltd (Investment Services)

Location: Kanpur (Hybrid: In-person + Digital)

Employment Type: Full-Time (initially probation 6 months)

About Us

Nivesshtam Pvt Ltd is a growing investment services company committed to helping retail investors and aspiring HNIs build long-term wealth through mutual funds, SIPs, and tailored financial advisory solutions. Our mission is to simplify investing and deliver trusted, compliant, and client-centric financial services.

Key ResponsibilitiesSales & Client Acquisition

• Generate leads
• Pitch and onboard new clients for SIPs, mutual funds, and investment services.
• Achieve monthly sales targets

Back-office & Operations

• Manage documentation, client onboarding
• Maintain CRM records, client data, and compliance reports.

Client pre / post Servicing

• Handle client queries via calls, emails, and WhatsApp.
• Provide portfolio updates and support in transactions.

Key Skills & Competencies

• Strong communication skills (Hindi & English).
• Computer (MS Office)..
• Target-oriented with strong follow-up discipline.

Qualifications

• pursuing (BA /BBA Business/Finance preferred, others acceptable).
• Freshers/early-career candidates welcome; training provided.
• Prior sales/customer service experience a plus, but not mandatory.

Compensation Structure For Interns / Freshers (Probation 6 months)

• Fixed stipend: ₹8,000 – ₹12,000 per month

For Full-time (Post-Probation)

• Base Salary: ₹10,000 – ₹20,000 per month ( depend on knowledge)
• Incentives:
• 0.10% of monthly AUM added (e.g., ₹**lakh AUM = ₹1,000 incentive)
• ₹*** per SIP registration above target
• Quarterly performance bonus for exceeding targets

Expected Earnings (Realistic)

• Fresher Intern: ₹10K–15K/month (fixed + incentives)
• Full-time Executive: ₹20K–50K/month (with incentives)

Growth Path

• Year 1: BDM Business Devlopment manager
• Year 2+: Specialize → either Sales Officer (Frontline) OR Operations Officer (Back-office Lead)
• Year 3+: Potential to become BDM Business Development Manager  Team Leader / Area Sales Manager

Job Types: Full-time, Permanent, Fresher, Internship

Contract length: 6 months

Pay: ₹10,000.00 - ₹20,000.00 per month

Benefits:

• Work from home

Education:

• Higher Secondary(12th Pass) (Preferred)

Work Location: In office