Business Development Executive (BFSI)

Surat

Job title: Business Development Executive (BFSI)
Location: Surat, Gujarat
Salary: ₹20,000 – ₹30,000 per month
Experience: 1–3 years of experience in BFSI sales preferred
Roles& Responsibilities
Identify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management Services
Understand customer financial needs and provide tailored solutions
Conduct financial planning discussions and guide clients with suitable investment options
Achieve monthly/quarterly business targets aligned with company goals
Build and maintain strong client relationships through regular follow-ups and advisory
Stay updated with market trends, regulatory changes, and BFSI industry developments
Maintain proper documentation and ensure compliance with company and regulatory guidelines
Qualifications & Skills
Graduate / Postgraduate in Finance, Commerce, Business, or related field
Strong knowledge of financial products, investment planning, and wealth management
Excellent communication, and relationship-building skills
Self-motivated and target-driven with a customer-first approach
Active Listening
Strong interpersonal skills
Lead generation