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Clearmind

Business Development Executive

Clearmind

Posted

4 days ago

Mumbai, Maharashtra, India

Remote

INR 50K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Business Development Executive will focus on onboarding high-net-worth clients into PMS schemes. The role involves lead generation and achieving sales targets while maintaining client relationships.

About Company

Clearmind is a SEBI-registered Quant Based Portfolio Management Service (PMS) specializing in wealth generation through systematic market approaches.

Core Requirements

  • 1–5 years of experience in finance or sales
  • Existing client relationships
  • Strong communication skills
  • Ability to handle high-net-worth clients
  • Education in finance or related field

Responsibilities

  • Generate leads through various channels.
  • Onboard HNI/UHNI/NRI clients.
  • Maintain accurate CRM data.
  • Manage client onboarding and relationships.
  • Achieve sales and revenue targets.
  • Share approved marketing material only.
  • Avoid mis-selling and unauthorized advice.

Benifits

  • Fixed pay
  • Performance-linked incentives
  • Growth path

Must Have skills

CommunicationRelationship-buildingSales strategyMarket researchNetworking

Job Keywords

Business DevelopmentPortfolio ManagementSalesWealth ManagementClient Relations

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