Wealth manager (3 7 yrs.) Jobs

Business Development Executive
SHAREWEALTH SECURITIES LTD —Thiruvananthapuram, Kerala
- ₹25,000 - ₹40,000 a month
- Full-time
- English
- Finance
- Master's degree
Quick apply

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Business Development Executive

SHAREWEALTH SECURITIES LTD -
Thiruvananthapuram, Kerala

Quick apply

Job details

Full-time
₹25,000 - ₹40,000 a month

Qualifications

Malayalam
English
Finance
Master's degree
Bachelor's degree
Product demos
Business Administration
MBA
Communication skills
Banking

Full job description

We are looking for an enthusiastic and motivated Business Development Executive to help grow our share broking business. The role mainly involves reaching out to potential clients, explaining our financial products and services, and building strong relationships with customers. The candidate will also work closely with the internal team to ensure smooth client onboarding and provide good support to clients. The ideal candidate should be proactive, have good communication skills, and be passionate about helping the business expand across Kerala.

Employment Type

Full-Time | Field + On-site

Gender

Male & Female

Experience Executives: 1–3 yrs in Stock Broking industry | Managers: 3–7 yrs in Sales/BD in Stock Broking industry

Industry: Stock Broking / Financial Services

Role Summary

We are looking for energetic and self-driven Business Development Executives to expand our client base across Kerala. You will be the face of the company on the ground — meeting investors, building relationships, and driving revenue through proactive sales and client acquisition. This role is ideal for someone with a passion for financial markets and a hunger to grow in the broking industry.

Key Responsibilities

· Identify and acquire new clients — retail investors, HNIs, and corporates — through direct visits, referrals, and digital outreach

· Conduct investor awareness sessions, product demos, and seminars in your assigned territory

· Promote and cross-sell broking products including equity, F&O, mutual funds, IPOs, bonds, and insurance

· Follow up consistently on leads and convert prospects into active trading clients

· Build strong, long-term relationships with clients to ensure retention and increased wallet share

· Coordinate with the dealing desk, research team, and compliance for smooth client onboarding and servicing

· Achieve monthly and quarterly acquisition and revenue targets

Requirements

· Graduate in any discipline; MBA / PGDM in Finance or Marketing preferred

· 1–3 years of experience in stockbroking, banking, insurance, or wealth management

· Existing network within Kerala's investor or business community is a strong advantage

· Self-motivated, target-oriented, and comfortable with fieldwork

· Strong communication skills in Malayalam; working knowledge of English

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Work Location: In person

Quick apply

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