Business Developement Executive

Kaapro Management Solutions Pvt. Ltd.; Surat; On-site; INR 120,000 - 180,000; Full time

Job summary

Kaapro Management Solutions Pvt. Ltd. in Surat seeks a motivated Business Development Executive to promote financial planning solutions, stock investments and mutual funds. You will identify new clients, discuss portfolios, and build long-term relationships while helping clients reach their financial goals.

The role requires 0.6+ years of sales experience, a client-focused approach, and the ability to meet sales targets with proper onboarding and regulatory compliance.

Qualifications

• 0.6+ years of sales experience in finance or related fields.
• Client-focused with ability to promote financial planning solutions.

Responsibilities

• Identify and acquire new clients across industries for financial planning and investment products.
• Promote mutual funds, equity products, SIPs and portfolio-based solutions.
• Understand client goals, risk appetite and investment horizon.
• Provide basic investment guidance aligned with company products and strategies.
• Build and maintain long-term client relationships through regular follow-ups.
• Achieve assigned sales and revenue targets.
• Educate clients on market trends and investment opportunities.
• Coordinate with research, operations and compliance for onboarding.
• Ensure proper documentation, KYC and regulatory compliance.
• Maintain records of client interactions and sales activities.
• Prepare daily, weekly and monthly sales and performance reports.

Job description

Hiring BDE - Surat

Position: Business Deevelopment Executive (Male Candiadtes Preffered)
Location: Adajan, Surat
Industry: Finance
Experience: 0.6+years

Job Summary:

We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and long-term relationship management while helping clients achieve their financial goals.

Key Responsibilities:

• Identify and acquire new clients from different industries for financial planning and investment products.
• Promote and sell mutual funds, equity market products, SIPs, and portfolio-based investment solutions.
• Understand client financial goals, risk appetite, and investment horizon.
• Provide basic investment guidance aligned with company-approved products and strategies.
• Build and maintain long-term relationships with clients through regular follow-ups.
• Achieve assigned sales and revenue targets.
• Educate clients on market trends, investment opportunities, and financial planning concepts.
• Coordinate with research, operations, and compliance teams for seamless client onboarding.
• Ensure proper documentation, KYC, and regulatory compliance.
• Maintain accurate records of client interactions and sales activities.
• Prepare daily, weekly, and monthly sales and performance reports.