Job Description
Role: Business Development Executive HNI Sales
Location: Bengaluru
About Us
I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities.
Role Overview
We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets.
Key Responsibilities
- Identify and acquire new HNI clients for investment in Unlisted Shares, Pre-IPO, and other financial products.
- Pitch investment opportunities and build long-term relationships with clients.
- Understand client needs and provide customized investment solutions.
- Stay updated with market trends, product offerings, and competitor activities.
- Achieve sales targets and contribute to overall revenue growth.
- Work closely with the advisory and research team to deliver value-driven investment strategies.
Requirements
- Bachelor's degree in Finance, Business, or a related field (MBA preferred).
- Proven interest or prior experience in sales/financial services/investment products.
- Strong communication, negotiation, and presentation skills.
- Ability to engage and build rapport with HNI clients.
- Goal-oriented with a passion for achieving targets.
- Knowledge of equities, unlisted shares, or investment products will be an added advantage.
