Business Development Executive
Finvasia · Mohali · onsite · Posted 41d ago
Not disclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this 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 and enjoys building strong client relationships.
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:
- Qualification: Minimum Graduate, Postgraduate Preferred.
- Experience: 2-5 years in client acquisition, business development, and customer support within the finance/capital market industry.
- 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, 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.
Sourced from instahyre
Skills
Business DevelopmentSalesLead GenerationcrmCapital MarketsClient AcquisitionfinanceInvestment
About Finvasia

Finvasia
FinTech
51
employees
2009
17 years old
Mohali, Punjab
India
₹8L PA avg
Avg at Finvasia
About
Finvasia is a rapidly growing FinTech firm in India, providing innovative financial services aimed at reducing costs and improving accessibility for investors.
Industries
FinTech
Employee ratings
10 reviews
3.2/ 5
Culture
3.4
Career growth
3.2
Work-life
3.7
Employees rate it well for
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