Business Development Executive (BDE)

We are looking for dynamic Business Development Executives to expand our professional network through CA firms, Doctors’ Associations, CS networks, and local business communities.

The primary responsibility is to build strategic alliances, generate qualified referrals, and create strong professional relationships that drive participation in our workshops and structured financial planning process.

This is a field-oriented networking role requiring confidence, relationship-building skills, and appointment-setting ability.

Key Responsibilities✅ Tap into local CA, Doctor, CS, and Professional Associations

✅ Visit offices and professional bodies to present business collaboration opportunities

✅ Fix appointments for business presentations and affiliation meetings

✅ Build long-term relationships with referral partners

✅ Invite partners to company workshops and events

✅ Coordinate client referrals for financial planning services

✅ Maintain CRM records of meetings and follow-ups

✅ Support franchise expansion activities

✅ Meet monthly partnership acquisition targets