Business Development Executive @ Happy Square

Job Description

Job Title: Business Development Executive

Experience Required: Minimum 2 years in mutual fund services, financial operations, or related roles.

 

Job Description: We are seeking a dynamic business development executive to support and manage our network of direct selling agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal candidate will be responsible for ensuring smooth operational flow, resolving service issues, and delivering tech-enabled support to enhance partner experience and thus ensuring business outcomes by activating our existing DSAs.

 

Key Responsibilities:

• Act as the primary relationship manager for DSAs distributing mutual funds.
• Provide tech-enabled assistance for transaction processing, reporting, and compliance-related activities.
• Proactively resolve service-related queries to ensure uninterrupted DSA operations.
• Conduct training sessions for DSAs on digital tools, mutual fund platforms, and workflow optimization.
• Coordinating & activating DSAs and lessoning with internal teams to handle escalations and provide timely updates.
• Monitor DSA performance and deliver data-driven insights to help improve productivity and the mutual fund or wealth business of the company.

 

Required Skills & Qualifications:

• Minimum 2 years of experience in mutual fund operations, client servicing, or financial product distribution. OR fresher, Graduated from BBI stream
• Solid understanding of mutual fund processes, platforms, and compliance regulations.
• Excellent communication and relationship management skills.
• Ability to analyze performance data and derive actionable insights.
• Proficiency in using digital tools, CRM platforms, and reporting systems.

 

Interested candidates can apply through:

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   financial operations mutual funds mutual funds sales