Business Development Executive

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.
  
  

• 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.