Business Development Executive (CRM Sales)

Job Title: Business Development Executive / Mutual Fund Tele Consultant Location : Andheri East, Mumbai, Maharashtra

Department: Business Development / Customer Service

Employment Type: Full-time

Job Summary: We are looking for enthusiastic, goal-oriented, and customer-focused professionals to join our Mutual Fund Sales and Service team at our Head Office – Jet Prime. The ideal candidates should have a good understanding of Mutual Funds, possess strong communication skills, and demonstrate a passion for client engagement, sales, and business development. This role combines business development, customer servicing, and cross-selling responsibilities within the Mutual Fund domain.

Key Responsibilities:

• Engage with potential and existing clients through call and other communication channels.
• Explain and promote Mutual Fund products such as SIPs, ELSS, and other investment schemes

. • Handle inbound and outbound calls related to Mutual Fund services and client queries.

• Provide accurate investment guidance and ensure customer satisfaction (CSAT).
• Achieve business development and sales targets consistently
• Maintain and update client interactions and call records in the CRM system.
• Stay informed about AMFI/SEBI regulations and ensure compliance at all times.
• Support clients in completing mutual fund applications and transactions smoothly.
• Cross-sell investment products like SIPs, ELSS, and related services Required Qualifications & Skills

: • Qualification: BBI / BFM Graduate (Freshers can also apply)

• Experience: o 0–6 months for entry-level BDE role
• Skills: o Good understanding of Mutual Funds, SIPs, ELSS, and investment products o Excellent communication, persuasion, and interpersonal abilities o Client-centric approach with strong problem-solving and follow-up skills o Basic computer proficiency and familiarity with CRM tools o AMFI certification is an advantage (or willingness to complete within 3 months of joining) Incentives & Rewards: