Business Development Executive (BDE)

Job Title: Business Acquisition Manager

Functional Title: Client Relationship Associate

Grade: AM / DM / Manager

Management Band: Junior Management

Business Unit: Wealth Broking Sales Division

Location:Vapi,Jamnagar,Amrawati,Mehsana, Bharuch

Reporting To: Regional Head

Role Summary

The Business Acquisition Manager is responsible for driving the acquisition of new clients and expanding business from existing clients through 3-in-1 account penetration, account activation, and revenue generation via cross-selling and upselling of wealth and broking products.

Key Responsibilities

Business Acquisition & Sales

• Acquire new-to-business (NTB) clients from the open market.
• Grow existing-to-business (ETB) clients by increasing product penetration.
• Drive sales of 3-in-1 accounts (Trading, Demat & Bank).

Account Activation

• Ensure timely trade activation of newly sourced accounts.
• Follow up with clients to promote regular trading and engagement.

Revenue Generation

• Drive revenue through in-house wealth products and distribution products.
• Achieve assigned sales and revenue targets while maintaining productivity.

Product Visibility & Market Coverage

• Promote company offerings across the assigned geography.
• Build strong market presence through client interactions and referrals.

Client Relationship Management

• Build and maintain long-term relationships with clients.
• Act as a single point of contact for client investment and broking needs.

Skills & Competencies

• Strong sales and business development acumen
• Excellent communication and interpersonal skills
• Customer-focused approach
• Effective negotiation and deal-closure skills
• Target-driven and result-oriented mindset
• Ability to work independently with strong follow-up discipline

Educational Qualification

• MBA / Post Graduation preferred (Sales, Marketing, Finance)

Experience

• Experience in sales, business acquisition, wealth broking, BFSI, or financial services preferred.
• Exposure to open market sales and client handling is an advantage.

Role: Field Sales Executive

Industry Type: IT Services & Consulting

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Education

PG: MBA/PGDM in Any Specialization