Business Development Executive - Wealth Management

Role & responsibilities

• Connect with potential clients daily and understand their investment and research needs
• Explain Chandel Street Capital's trading and investment research/advisory services, and recommend the right subscription plan for each client
• Convert leads into clients through consultative, relationship-first selling
• Build long-term relationships with clients across Karnataka, Tamil Nadu, Andhra Pradesh, Telangana and Kerala
• Consistently achieve monthly targets and unlock performance-based incentives
• Maintain accurate CRM records with timely follow-ups
• Coordinate with the Research Team for smooth client onboarding
• Ensure a great client experience before and after the sale

Preferred candidate profile

• Graduate in any discipline (BBA, B.Com, MBA preferred)
• 0-3 years of experience in Sales, Business Development, Financial Services, Banking, Insurance, or International Sales freshers welcome
• Excellent communication skills in Kannada required (or at least one of Kannada or Tamil); fluency in Malayalam is an added advantage
• Comfortable working with sales targets
• Immediate joiners preferred

Perks and benefits

• Fixed Salary + Uncapped Performance Incentives average performers earn ~20,000/month (minimum ) in additional incentives
• Monthly Performance Rewards
• Fast Career Growth Opportunities
• Professional Sales & Financial Market Training
• Supportive and Performance-driven Work Culture
• Employee Recognition Programs