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Business Development Executive @ Global Job Placement

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Global Job Placement  Business Development Executive

Job Description

    Job Description Business Development Executive (Finance Advisory Services)

    Position Title

    Business Development Executive / Relationship Manager Finance & Advisory Services

    Location

    Rajkot, Morbi, Jamnagar

    Industry

    Chartered Accountancy / Financial Advisory / Professional Services

     

    Key Responsibilities

    Client Acquisition & Business Development

    • Identify and generate prospective clients for:
      • Project finance (Bank/NBFC funding, term loans, working capital)
      • Due diligence (financial, tax, transaction)
      • IPO advisory & support services (SME/Mainboard)
      • Other financial, taxation, and corporate advisory services
    • Visit potential clients, industrial units, promoters, startups, and corporates to present firm services.
    • Develop and maintain relationships with business owners, CFOs, promoters, and senior management.
    • Explain service offerings, engagement scope, and value proposition in a professional manner.

    Market & Network Development

    • Build networks with:
      • Bankers, NBFCs, financial institutions
      • Startup founders, SMEs, industrial associations
      • Professionals such as CS, advocates, consultants, valuers
    • Attend seminars, networking events, and business meets where required.

    Lead Management & Coordination

    • Qualify leads and assess client requirements.
    • Coordinate with internal CA partners and technical teams for:
      • Proposal preparation
      • Documentation support
      • Client meetings and presentations
    • Ensure smooth handover of finalized engagements to execution teams.

    Targets & Performance

    • Achieve monthly/quarterly business development targets.
    • Maintain MIS of leads, conversions, and pipeline status.
    • Support management in strategic expansion of advisory verticals.

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Product Marketing
Functional Area: Not Specified
Role/Responsibilies: Business Development Executive

Contact Details:

Company: Global Job Placement
Location(s): Jamnagar,

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Keyskills:   marketing management business development lead generation marketing financial services client acquisition

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₹ 0 to 4 Yr

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Global Job Placement

Global Job Placement we offer advice and expertise to organisations to help them improve their business performance in terms of operations, profitability, management, structure and strategy. Although the workload can be heavy, consulting is a sociable profession with plenty of networking opportun...