BDE – Inside Sales (Financial Services)- Juhu, Mumbai,

from 1 to 3 year(s) of Experience

Job Description

Position: BDE - Inside Sales (Financial Services)
Experience: 1-3 years in same role
Qualification: Full Time MBA
Budget: 4-5 LPA
Working days: 5
Location: Juhu, Mumbai (Currently working remotely)

Note: We are looking candidates who has worked at a Large Bank or a large financial advisory based companies & experience in sales and managing clients.

Core Responsibilities:

  • Business development through positioning companies offerings
  • Manage and mine existing portfolios
  • Acquire new clients from inbound requests
  • Hand-hold the customers during on-boarding
  • Understand the customer’s investment needs
  • Build portfolios aligned to Clients goals
  • Strategize and work with the Cluster leads to mine existing portfolios
  • Contribute & provide feedback to the marketing team for new campaigns

Preference: Someone who has worked at a Large Bank or a large financial advisory or has some finance education background.

Required Candidate profile

Other preferred pointers:

  • Experience in managing client relationships
  • Experience in the acquisition of new customers base
  • Responsible for meeting sales targets
  • Knowledge of Mutual Fund /Wealth Management/Equity advisory sales
  • Must be Energetic, Passionate, and strong at Relationship building
  • A hunger to personally succeed in a bigger way than possible in a regular job

What Company provides:

  • Vibrant start-up culture which provides exponential learning & growth opp.
  • Bonus/Incentive structure: best in the market
  • A customer-centric product and approach to help users control and manage their money like never before
  • Best in class wealth products on both equity and fixed income from top manufacturers
  • A deep tech and design support team
  • A proven startup team that has grown business in the past to the $2 billion range
  • Stock options for all team members to aim for personal financial success

Salary: INR 3,75,000 - 5,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Sales / BD Manager

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile


It's a  Fintech Company into advisory services and portfolio management 

Company Overview

Simplified wealth creation for busy professionals 

We combine 4 magic ingredients. 

Dedicated Wealth Coach: 

Get personalised guidance from a dedicated Wealth Coach for any investment made via company. Wealth Coach will assist you in reaching your goals. 

Top Tier Investment Managers: 

Top money managers in India who have managed over $2bn for the Ultra-rich. And 10+years of experience in creating wealth for Ultra-rich.

Simple App: 

One app to automate, simplify & track all your investments. You can invest & manage your finances in a few simple steps. Search for the best investments which suit your need. 

Portfolio Analysis & Management: 

Detailed portfolio analysis & best of short-term + long-term investment options to create the best portfolio to be invested in. 

Perfect for busy working professionals: 

It is for those that want to simplify their investments & build wealth but also don’t have time to constantly manage their money. We manage wealth for many senior professionals from companies such as Google, Amazon, Deloitte, KPMG, many others.

View Contact Details+

Recruiter Name:Ritehs Singh