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Business Development Executive - Finance Jobs Opening in Capino Wealth at Swargate, Pune

Business Development Executive - Finance

Capino Wealth
experience-icon 0 to 3 Years
salary-icon 20000 - 25000 Monthly
Apply Now

Posted: 05 Aug 25

Job Description

Job Title: Business Development Executive - Finance
Location: Pune
Job Type: Full-time 
Experience Required: 0–3 years 
Industry: Financial Services 

Job Summary:

We are seeking a motivated and results-driven Business Development Executive (BDE) to join our growing finance company. The ideal candidate will be responsible for identifying new business opportunities, building client relationships, and driving revenue growth through strategic financial solutions.

Key Responsibilities:
  • Identify and generate leads through market research, networking, and outbound calls.

  • Meet with potential clients to understand their financial needs and offer suitable products/services.

  • Maintain strong relationships with existing clients to foster repeat business and referrals.

  • Collaborate with internal teams to create customized financial proposals and solutions.

  • Achieve monthly and quarterly sales targets.

  • Maintain accurate records of all sales activities in CRM tools.

  • Stay updated on financial products, market trends, and competitors.

Requirements:
  • Bachelor's degree in Finance, Business Administration, Marketing, or a related field.

  • Strong communication and interpersonal skills.

  • Proven ability to build and maintain client relationships.

  • Self-motivated, target-oriented, and organized.

  • Basic knowledge of financial products like loans, investments, insurance, etc. is a plus.

  • Proficiency in MS Office and CRM software.

Perks and Benefits:
  • Competitive salary + performance-based incentives

  • Learning and development opportunities

  • Career growth within a fast-paced financial environment

  • Health and wellness benefits


More information about this Business Development Executive - Finance Job

Please go through the below FAQs to get all answers related to the given Business Development Executive - Finance job

  1. What are the job requirements to apply for this Business Development Executive - Finance job position?
    • Ans: A candidate must have a minimum of 0 to 3 year experience as an Business Development Executive - Finance

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, BBA/BBM

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Business Development Executive - Finance is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Business Development Executive - Finance position?
    • Ans: There are immediate 1 job openings for Business Development Executive - Finance in our Organisation.

Job Particulars

Education B.Com, BBA/BBM
Who can apply Freshers and Experienced (0 to 3 Years )
Hiring Process Walk - In, Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id2729174
Locality Address Swargate
Country India

About Company

Welcome to Capino wealth, where financial expertise meets excellence. Established in 2016, Capino is a reputable financial consultancy led by Mr. Shivaji Bhosale, a seasoned professional with over two decades of experience in banking and entrepreneurship. We specialise in financial services which includes investment consultancy, shares, mutual funds, financial planning, debt consolidation, wealth management, and insurance.


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