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Clearmind

Business Development Executive

Clearmind

Posted

last month

Mumbai, Maharashtra, India

Remote

INR 50K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Business Development Executive will focus on onboarding high-net-worth clients into PMS schemes. The role involves lead generation and achieving sales targets while maintaining client relationships.

About Company

Clearmind is a SEBI-registered Quant Based Portfolio Management Service (PMS) specializing in wealth generation through systematic market approaches.

Core Requirements

  • 1–5 years of experience in finance or sales
  • Existing client relationships
  • Strong communication skills
  • Ability to handle high-net-worth clients
  • Education in finance or related field

Responsibilities

  • Generate leads through various channels.
  • Onboard HNI/UHNI/NRI clients.
  • Maintain accurate CRM data.
  • Manage client onboarding and relationships.
  • Achieve sales and revenue targets.
  • Share approved marketing material only.
  • Avoid mis-selling and unauthorized advice.

Benifits

  • Fixed pay
  • Performance-linked incentives
  • Growth path

Must Have skills

CommunicationRelationship-buildingSales strategyMarket researchNetworking

Job Keywords

Business DevelopmentPortfolio ManagementSalesWealth ManagementClient Relations

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