Posted Apr 16, 2026
As a Business Development Executive, your role involves closing new clients for locker services and investment products such as Fixed Deposits (FDs), Non-Convertible Debentures (NCDs), and Mutual Funds (MFs). You will support Branch Heads in establishing and nurturing relationships with High Net Worth Individuals (HNI) by understanding their financial needs and providing tailored solutions. Collaboration with Customer Service teams is essential to identify and capitalize on cross-selling opportunities during client interactions. Your responsibilities also include promoting FDs and NCDs to both individual and corporate clients, meeting and exceeding sales targets, and working closely with marketing and operations teams to organize client engagement campaigns and seminars. Key Responsibilities:
Close new clients for locker services and investment products including FDs, NCDs, and MFs. - Support Branch Heads in building and nurturing relationships with HNI clients by understanding their financial needs and delivering customized solutions. - Collaborate with Customer Service teams to identify and convert cross-selling opportunities during client interactions. - Promote FDs and NCDs to individual and corporate clients. - Meet and exceed sales targets for locker occupancy, FD/NCD mobilization, MF sales, and HNI acquisitions. - Work closely with marketing and operations teams to organize client engagement campaigns, seminars, and other outreach activities. - Track and report on lead conversions, target achievements, and provide regular feedback on client needs and market trends. - Ensure adherence to RBI/SEBI regulations and NBFC compliance requirements in all sales and client management activities. Qualification Required:
Graduate or Postgraduate degree in Finance, Marketing, Business Administration, or a related field. - 3-5 years of experience in business development, preferably in NBFCs, banks, or financial services focusing on HNI clients. As a Business Development Executive, your role involves closing new clients for locker services and investment products such as Fixed Deposits (FDs), Non-Convertible Debentures (NCDs), and Mutual Funds (MFs). You will support Branch Heads in establishing and nurturing relationships with High Net Worth Individuals (HNI) by understanding their financial needs and providing tailored solutions. Collaboration with Customer Service teams is essential to identify and capitalize on cross-selling opportunities during client interactions. Your responsibilities also include promoting FDs and NCDs to both individual and corporate clients, meeting and exceeding sales targets, and working closely with marketing and operations teams to organize client engagement campaigns and seminars. Key Responsibilities:
Close new clients for locker services and investment products including FDs, NCDs, and MFs. - Support Branch Heads in building and nurturing relationships with HNI clients by understanding their financial needs and delivering customized solutions. - Collaborate with Customer Service teams to identify and convert cross-selling opportunities during client interactions. - Promote FDs and NCDs to individual and corporate clients. - Meet and exceed sales targets for locker occupancy, FD/NCD mobilization, MF sales, and HNI acquisitions. - Work closely with marketing and operations teams to organize client engagement campaigns, seminars, and other outreach activities. - Track and report on lead conversions, target achievements, and provide regular feedback on client needs and market trends. - Ensure adherence to RBI/SEBI regulations and NBFC compliance requirements in all sales and client management activities.
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MEGMA SERVICES
gersonlehrmangroup
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