Business Development Executive

Finvasia; Mohali; On-site; INR 500,000 - 800,000; Full time

Job summary

Finvasia is seeking a dynamic Business Development / Senior BD executive in Mohali to drive client acquisition and funding for investment products. The role focuses on building strong client relationships, identifying prospects, and delivering revenue growth across global market timings.

The ideal candidate has 2–5 years of experience in finance-related client acquisition, a solid understanding of financial products, and strong communication and negotiation skills.

Qualifications

• 2–5 years experience in client acquisition, business development or sales in investment or finance.
• Basic working knowledge of financial products.
• Excellent communication, negotiation and relationship-building skills.
• Familiarity with CRM/lead management tools.
• Target-oriented, collaborative mindset, capable of multitasking in a fast-paced environment.

Responsibilities

• Drive new client acquisition, activation and funding by identifying prospects and converting them into active, funded clients.
• Track pipeline and conversion metrics to identify gaps and improve performance.
• Handle negotiations and objections with a client-first approach and smooth onboarding.
• Maintain accurate lead, client and pipeline records in the CRM.
• Coordinate with stakeholders for a seamless client journey.
• Stay updated on stock markets and financial products.
• Achieve and exceed monthly/quarterly business development and revenue targets.
• Deliver exceptional client service and handle escalations across live chat, email, phone, and other channels.
• Organize and liaise with departments to ensure timely resolution of client issues.

Skills

Client Acquisition

Business Development

Relationship Management

Lead Generation

Negotiation

CRM

Communication

Tools

CRM software

Job description

Experience: 2–5 years in Client Acquisition, Business Development & customer support within the finance/capital market industry

About the Role

We are seeking a dynamic and results driven Business Development Executive or Senior BD executive to join our growing team. This role is ideal for someone who is passionate about the investment and financial markets, enjoys building strong client relationships.

Key Responsibilities

• Drive new client acquisition, activation and account funding by identifying prospects and converting them into active, funded clients.
• Track pipeline and conversion metrics consistently to identify gaps and improve overall performance.
• Handle negotiations and objections with a consultative, client-first approach, ensuring smooth onboarding.
• Maintain accurate lead, client and pipeline records in the CRM system.
• Coordinate with stakeholders and other partnered teams for a seamless client journey.
• Stay updated on stock markets and financial products.
• Achieve and exceed monthly/quarterly business development and revenue targets.
• Deliver exceptional client service and handle escalations efficiently across live chat, email, phone calls and other communication channels.
• Organize, schedule and liaise with different departments to ensure timely resolution of client issues.

Requirements

• 2–5 years' experience in client acquisition, business development or sales in investment or finance.
• Basic working knowledge of the financial products.
• Excellent communication, negotiation and relationship-building skills.
• Familiarity with CRM/lead management tools.
• Target-oriented, collaborative mindset, comfortable multitasking in a fast-paced environment.
• Willingness to work flexible hours aligned with global market timings, as required.

Desired Skills

Client Acquisition, Business Development, Relationship Management, Stock Market Knowledge, Lead Generation, Negotiation, CRM, Client support.

Immediate joiners are preferred.

About the Company

Finvasia is a multi-disciplinary, multinational organisation that owns and

operates over a dozen brands across financial services, technology, real

estate and healthcare verticals.Some of the notable brands owned by

Gini Health, bodyLoop, StackFlow, Finvasia estates, and portfolios.com Over

the last 13 years of our history, Finvasia has managed funds for some of the

notable hedge funds of the Wall street, launched the first and only commission

free ecosystem for listed and fee based financial products in India, provided

technology to some of the notable listed and unlisted financial services

entities across the globe, launched medically proven diabetes reversal

program and engaged scientist from various specialised fields to build nano and micro medical devices that can monitor and assist in various body