Posted: 4 weeks ago
2-5 years
Finvasia Center - SF, India
Business Development / Sales
work from office
Full Time
Closes 21 Nov 2026
Posted: 4 weeks ago
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Job Description
Business Development Executive
About the Company:
Finvasia is a multi-disciplinary, multinational organisation that owns and operates over a dozen brands across
financial services, technology, real estate and healthcare verticals.Some of the notable brands owned by Finvasia
are Fxview, Shoonya, ACT Trader, CapitalWallet, Zulutrade, AAAfx, Gini Health, bodyLoop, StackFlow, Finvasia
estates, and portfolios.com Over the last 13 years of our history, Finvasia has managed funds for some of the
notable hedge funds of the Wall street, launched the first and only commission free ecosystem for listed and fee
based financial products in India, provided technology to some of the notable listed and unlisted financial services
entities across the globe, launched medically proven diabetes reversal program and engaged scientist from various
specialised fields to build nano and micro medical devices that can monitor and assist in various body functions.
Location: Mohali, Punjab
Qualification: Minimum Graduate, Post Graduate Preferred
Experience: 2–5 years in Client Acquisition, Business Development & customer support within the finance/capital
market industry
About the Role
We are seeking a dynamic and results driven Business Development Executive or Senior BD executive to join our
growing team. This role is ideal for someone who is passionate about the investment and financial markets, enjoys
building strong client relationships.
Key Responsibilities
- Drive new client acquisition, activation and account funding by identifying prospects and converting them into active, funded clients.
- Track pipeline and conversion metrics consistently to identify gaps and improve overall performance.
- Handle negotiations and objections with a consultative, client-first approach, ensuring smooth onboarding.
- Maintain accurate lead, client and pipeline records in the CRM system.
- Coordinate with stakeholders and other partnered teams for a seamless client journey.
- Stay updated on stock markets and financial products.
- Achieve and exceed monthly/quarterly business development and revenue targets.
- Deliver exceptional client service and handle escalations efficiently across live chat, email, phone calls and other communication channels.
- Organize, schedule and liaise with different departments to ensure timely resolution of client issues.
Requirements
- 2–5 years' experience in client acquisition, business development or sales in investment or finance.
- Basic working knowledge of the financial products.
- Excellent communication, negotiation and relationship-building skills.
- Familiarity with CRM/lead management tools.
- Target-oriented, collaborative mindset, comfortable multitasking in a fast-paced environment.
- Willingness to work flexible hours aligned with global market timings, as required.
Desired Skills
Client Acquisition, Business Development, Relationship Management, Stock Market Knowledge, Lead Generation, Negotiation, CRM, Client support.
Skills
CRMLead GenerationBusiness DevelopmentNegotiationOnboardingCommunicationTeamsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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