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Business Development Representative - Financial Products

Business Development Representative - Financial Products

DigiFocal IT Solutions Pvt LtdThāne, Republic Of India, IN
2 days ago
Job description

Now Hiring : Sales Executive – Stock Broking & Mutual Funds

Location : Thane

Experience : 2–4 Years

Industry : Financial Services (Mutual Funds, Stock Broking, Unlisted Shares)

Are you a driven sales professional with a passion for financial markets? We are looking for a dynamic Sales Executive to join our team! This role involves office-based work in Thane with regular field visits to acquire clients, drive revenue, and build strong relationships.

Key Responsibilities

  • Generate new business through field visits, networking, referrals & cold calling.
  • Meet clients to pitch Mutual Funds, Stock Broking Accounts & Unlisted Shares.
  • Build and maintain long-term client relationships.
  • Achieve monthly & quarterly sales targets.
  • Assist clients with KYC, account opening & documentation.
  • Maintain CRM entries, provide weekly reports & coordinate with back-office teams.
  • Stay updated on market trends and compliance requirements.

What We’re Looking For

  • Bachelor’s degree in Finance / Commerce / Business.
  • 2–4 years of sales experience in stock broking, mutual funds, or financial services.
  • Strong understanding of stock markets, MF products & unlisted shares.
  • Excellent communication & interpersonal skills.
  • Target-oriented, self-motivated & willing to travel for client meetings.
  • Proficiency in CRM, MS Office & basic financial tools.
  • If you're passionate about investments and enjoy meeting clients, we’d love to hear from you!

    Apply Now : Share your resume at saloni@digifocal.in

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    Product Development • Thāne, Republic Of India, IN

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