Business Development Executive (BDE)

Key Responsibilities:

Client Acquisition

• Identify and prospect potential clients for financial products.

• Target individual and business clients for Home Loans, Insurance, and Mutual Funds.

• Conduct local market research and competitor analysis.

Sales & Target Achievement

• Promote and sell financial services (Home Loan, Insurance, Mutual Fund).

• Customize solutions based on the client's financial capacity and risk appetite.

• Achieve monthly sales targets assigned by management.

Application & Documentation

• Assist clients in completing applications and document submissions.

• Coordinate with internal processing teams to ensure smooth loan disbursement and investment setup.

• Ensure compliance with all financial regulatory norms.  

Relationship Management

• Maintain long-term relations with clients for cross-selling and up-selling.

• Address client queries and provide post-sales support. 

Required Skills:

• Strong communication, negotiation, and interpersonal abilities

• Knowledge of financial products – especially Home Loan, Mutual Funds, and Insurance

• Offline marketing and fieldwork experience

• Team handling capabilities

• Working knowledge of CRM and MS Office 

We are Hiiring For Jisha Finserv