Business Development Executive

Business development :

- Help our team to conduct webinars and seminars to spread financial literacy and investor welfare awareness

- Prospecting clients on own, work on the leads provided by us.

- Identify High Net worth clients and help our sales managers acquire them for our services

- Prepare weekly reports on prospective clients & close deals

- Work closely with the Management in achieving their vision

Requirement and Qualifications :

- Bachelor's degree is a must

- Knowledge of MS Office

- Spoken & written English, local language of the work location is beneficial

- Must be eager to learn and perform

Please send your CV

About us :

- After working close to a decade in setting up and scaling wealth management practices in Barclays bank, Standard Chartered bank, HSBC bank, Kotak Securities and Aditya Birla Capital Ltd, Mr Yudhajit Baul founded Yudhajit Financial Services (YFS) sole proprietorship in December 2012 with the purpose of helping his clients achieve their financial goals.

- We cater to individual clients who are salaried employees working in various industries at different hierarchies, who are professionals like doctors, lawyers, chartered accountants, architects, who are retirees, non-resident Indians, business owners and institutions like privately held companies and trusts. Each of these segments has a very unique requirement yet an uncanny and a common desire to achieve freedom from stress related to finances which is when we intervene and help them by offering uncluttered, focused and result oriented solutions.

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