Business Development Executive

5 days ago

AJCBose Road Kolkata West Bengal, India Asset Kraft Investment Pvt. Ltd. Full time ₹ 1,50,000 - ₹ 5,00,000 per year

Key Responsibilities:

  • Identify and acquire potential clients for mutual funds, SIPs, and insurance products.
  • Conduct client meetings, explain product offerings, and recommend suitable financial solutions based on client needs and risk appetite.
  • Achieve assigned sales targets through effective prospecting, lead conversion, and portfolio growth.
  • Maintain strong client relationships to ensure retention, repeat business, and cross-selling opportunities.
  • Ensure strict adherence to compliance guidelines, regulatory norms (SEBI, IRDAI, AMFI), and company policies in all sales processes.
  • Maintain accurate client records, KYC documentation, and transaction details as per regulatory standards.
  • Provide regular MIS reports on sales performance, pipeline status, and client interactions.
  • Stay updated on market trends, product knowledge, and regulatory changes to provide informed advice to clients.
  • Participate in training, workshops, and review meetings to enhance product knowledge and sales techniques.

Candidate Requirements:

  • Graduate in any discipline; NISM/AMFI/IRDAI certification preferred (mandatory as per regulatory requirement).
  • 1–3 years of experience in sales of financial products (Mutual Funds/Insurance).
  • Strong communication, negotiation, and relationship management skills.
  • Target-driven with the ability to work under pressure.
  • Basic knowledge of financial planning, investment products, and compliance norms.

Compliance Requirements:

  • Ensure all sales are conducted in line with SEBI, AMFI, and IRDAI regulations.
  • Mandatory completion of KYC before processing any investment/insurance application.
  • Adherence to company's code of conduct and ethical sales practices.
  • Maintain confidentiality of client data and financial information.

Job Type: Full-time

Pay: ₹15, ₹50,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Commuter assistance
  • Flexible schedule
  • Health insurance
  • Internet reimbursement
  • Leave encashment
  • Life insurance
  • Work from home

Ability to commute/relocate:

  • A.J.C.Bose Road, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • What is your current fixed Salary ?
  • What salary expectation you have?
  • Are you able to join immediately?

Education:

  • Bachelor's (Required)

Experience:

  • Capital Industry: 2 years (Required)
  • Direct sales: 2 years (Required)

Language:

  • English (Required)
  • Bengali (Required)
  • Hindi (Required)

License/Certification:

  • NISM 5A (Required)
  • IRDAI Licence (Required)

Willingness to travel:

  • 75% (Required)

Work Location: In person

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