Business Development Executive

Desvelado Advisory; New Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

Desvelado Advisory Private Limited, based in New Delhi, seeks a Business Development Executive to grow its client base among investors and financial institutions.

You will generate leads, conduct meetings, explain research products, and maintain CRM to meet monthly targets and drive revenue.

Qualifications

• Bachelor’s degree in Business, Commerce, Finance, Marketing, or a related field.
• 0–2 years of experience in business development, inside sales, financial services, SaaS, or B2B sales.
• Excellent spoken and written English.
• Strong communication, negotiation, and presentation skills.
• Comfortable making outbound calls and conducting client meetings.
• Familiarity with Excel, Google Workspace, CRM software, and AI tools such as ChatGPT.
• Self-motivated, target-oriented, and eager to learn.
• Interest in financial markets and investing is preferred.

Responsibilities

• Generate qualified leads through LinkedIn, email campaigns, phone calls, referrals, networking events, and other outreach channels.
• Identify and connect with retail investors, HNIs, family offices, PMSs, AIFs, RIAs, wealth managers, and financial institutions.
• Explain Desvelado’s research products and subscription offerings to prospective clients.
• Schedule and conduct introductory meetings, product demonstrations, and follow-up discussions.
• Prepare proposals, quotations, and commercial presentations.
• Maintain accurate records of leads, meetings, and sales activities in the CRM.
• Follow up consistently with prospects until closure.
• Coordinate with the research team to understand client requirements and deliver suitable research solutions.
• Achieve monthly lead generation, meeting, revenue, and client acquisition targets.
• Build long-term relationships that result in renewals, referrals, and repeat business.
• Stay updated on equity markets, financial products, and industry developments.

Skills

Lead generation

LinkedIn outreach

CRM software

Excel

Google Workspace

AI tools

Outbound calls

Client meetings

Negotiation

Presentation skills

English proficiency

Education

Bachelor’s degree in Business/Commerce/Finance/Marketing

Tools

HubSpot

Zoho CRM

Apollo.io

LinkedIn Sales Navigator

CRM platforms

Job description

JD: Business Development Executive (BDE)

Company: Desvelado Advisory Private Limited

Location: Netaji Subhash Place (NSP), New Delhi (Work From Office)

Employment Type: Full-Time

About Desvelado

Desvelado Advisory Private Limited is a SEBI-Registered Research Analyst (Registration No. INH000028723) providing independent equity research to retail and institutional investors. We operate on a fee-only model, delivering high-quality research, company deep-dives, sector reports, and investment insights to individual investors, family offices, AIFs, PMSs, RIAs, and wealth managers.

We are looking for an energetic Business Development Executive to help grow our client base and build long-term relationships with investors and financial institutions.

Key Responsibilities

• Generate qualified leads through LinkedIn, email campaigns, phone calls, referrals, networking events, and other outreach channels.
• Identify and connect with retail investors, HNIs, family offices, PMSs, AIFs, RIAs, wealth managers, and financial institutions.
• Explain Desvelados research products and subscription offerings to prospective clients.
• Schedule and conduct introductory meetings, product demonstrations, and follow-up discussions.
• Prepare proposals, quotations, and commercial presentations.
• Maintain accurate records of leads, meetings, and sales activities in the CRM.
• Follow up consistently with prospects until closure.
• Coordinate with the research team to understand client requirements and deliver suitable research solutions.
• Achieve monthly lead generation, meeting, revenue, and client acquisition targets.
• Build long-term relationships that result in renewals, referrals, and repeat business.
• Stay updated on equity markets, financial products, and industry developments.

Preferred Candidate Profile

• Bachelor’s degree in Business, Commerce, Finance, Marketing, or a related field.
• 0–2 years of experience in business development, inside sales, financial services, SaaS, or B2B sales.
• Excellent spoken and written English.
• Strong communication, negotiation, and presentation skills.
• Comfortable making outbound calls and conducting client meetings.
• Familiarity with Microsoft Excel, Google Workspace, CRM software, and AI tools such as ChatGPT.
• Self-motivated, target-oriented, and eager to learn.
• Interest in financial markets and investing is preferred.

Good to Have

• Experience selling financial products, subscriptions, or enterprise services.
• Knowledge of the Indian stock market.
• Existing professional network within the financial services industry.
• Experience using LinkedIn Sales Navigator, HubSpot, Zoho CRM, Apollo.io, or similar sales tools.

Key Performance Indicators (KPIs)

• Qualified leads generated.
• Client meetings scheduled and completed.
• Proposal-to-conversion ratio.
• Monthly subscription and institutional revenue.
• Client acquisition numbers.
• Client retention and renewal rate.
• CRM hygiene and follow-up discipline.