Business Development Executive

Equentis Wealth Advisory; Dadri, Greater Noida; On-site; INR 279,000 - 670,000; Full time

Job summary

Equentis Wealth Advisory in India is seeking a sales-oriented professional to drive client acquisition and revenue growth across financial products.

The role emphasizes prospecting, presenting, and training clients on insurance, mutual funds, banking services, and loans, while maintaining high ethical standards and delivering exceptional service to both new and existing clients.

Responsibilities

• Identify potential clients and develop strategies to acquire new ones through cold calling, networking, and market research.
• Build relationships with existing clients to increase sales volume and retain customer satisfaction.
• Conduct product demonstrations, presentations, and training sessions for clients on various financial products such as insurance, mutual funds, banking services, credit cards, loans, etc.
• Meet or exceed monthly targets set by the organization while maintaining a high level of professionalism and integrity.
• Collaborate with internal teams to resolve client issues and improve overall customer experience.

Job description

Roles and Responsibilities

• Identify potential clients and develop strategies to acquire new ones through cold calling, networking, and market research.
• Build relationships with existing clients to increase sales volume and retain customer satisfaction.
• Conduct product demonstrations, presentations, and training sessions for clients on various financial products such as insurance, mutual funds, banking services, credit cards, loans, etc.
• Meet or exceed monthly targets set by the organization while maintaining a high level of professionalism and integrity.
• Collaborate with internal teams to resolve client issues and improve overall customer experience.