Business Development Executive (Financial Services)

Job Description – Business Development Executive (Financial Services)

Department: Sales & Client Servicing
Reports To: Business Head / Partner

🎯 Role Overview
We are looking for energetic and customer-focused professionals to join our growing team at TBK Finserve. The role involves handling online leads for Loans, Insurance, Real Estate, and Taxation services, converting them into satisfied customers, and achieving business targets.
This is a performance-driven role with attractive incentives as per industry standards.

🛠 Key Responsibilities
Handle incoming online leads promptly and professionally.
Understand customer requirements and provide suitable solutions in Loans, Insurance, Real Estate, and Taxation.
Maintain strong follow-up with leads to ensure conversion.
Achieve monthly and quarterly business targets set by the company.
Build and maintain long-term customer relationships through trust and service excellence.
Coordinate with internal teams (operations, documentation, partners) to ensure smooth service delivery.
Maintain accurate records of leads, conversions, and customer interactions in CRM/lead management tools.

📌 Requirements
Graduate in any discipline (Finance/Commerce preferred).
0–3 years of experience in sales, telecalling, or financial services (freshers with strong communication skills may apply).
Good knowledge of Loans, Insurance, Real Estate, or Taxation will be an added advantage.
Strong communication, negotiation, and customer service skills.
Target-oriented mindset with the ability to work under pressure.
Basic computer literacy and comfort with online lead management.

💰 Compensation & Benefits
Fixed salary (as per market standards).
Attractive incentive structure linked to business performance.
Career growth opportunities in a fast-growing financial services startup.
Training and mentorship from experienced partners.

🌟 Why Join TBK Finserve?
Be part of a startup with big ambitions in the financial services sector.
Opportunity to work across multiple domains: Loans, Insurance, Real Estate, and Taxation.
Transparent incentive system rewarding performance.
Collaborative and growth-oriented work culture.