Business Development and Sales Executive

Bluehat Synapse; Pune District, Kalyan-Dombivli; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Bluehat Synapse is seeking a growth-oriented wealth management professional with extensive client acquisition and relationship-building experience. The role focuses on acquiring clients, managing relationships, and driving business development while understanding investment products and markets.

Ideal candidates should be comfortable with field activities, client meetings, and building long-term client partnerships to contribute to branch growth and revenue.

Qualifications

• Minimum 13 years of experience in wealth management or financial services.
• Experience in client acquisition, relationship management and business development.
• Comfort with field activities and client meetings.
• Strong understanding of investment products and financial markets.

Responsibilities

• Actively participate in client acquisition and business development activities.
• Generate and develop new client relationships through references, networking and field activities.
• Conduct client meetings, presentations and investment discussions with clients.
• Identify prospective clients and convert leads into long-term relationships.
• Build and maintain strong relationships with existing and prospective clients.
• Understand client financial requirements and recommend suitable investment solutions.
• Conduct regular follow-ups and client servicing activities.
• Stay updated with financial markets, investment trends and asset classes.
• Coordinate with operations and service teams for smooth onboarding.
• Prepare reports, investment comparisons and portfolio data using Excel.
• Support branch-level business growth and revenue generation activities.

Skills

Client acquisition

Relationship management

Business development

Investment products

Financial markets knowledge

Excel

Tools

Excel

Job description

Industry:

Wealth Management / Mutual Fund Distribution / Financial Services

About the Role

We are looking for a dynamic and growth-oriented individual with 13 years of experience in the wealth management or financial services industry. The role primarily focuses on client acquisition, relationship management, and business development along with understanding investment products and financial markets.

The ideal candidate should be comfortable with field activities, client meetings, and building long-term client relationships while contributing towards branch growth.

Key Responsibilities

• Actively participate in client acquisition and business development activities
• Generate and develop new client relationships through references, networking, and field activities
• Conduct client meetings, presentations, and investment discussions
• Identify prospective clients and convert leads into long-term business relationships
• Build and maintain strong relationships with existing and prospective clients
• Understand client financial requirements and recommend suitable investment solutions
• Conduct regular follow-ups and client servicing activities
• Stay updated with financial markets, investment trends, and asset classes
• Coordinate with operations and service teams for smooth onboarding and execution
• Prepare reports, investment comparisons, and portfolio-related data using Excel
• Support branch-level business growth initiatives and revenue generation activities