CS
Business Development Executive - Finance and Wealth Management
Credence Strategies
Chennai, Tamil NaduSalary not disclosed2 years expDay ShiftPosted 3d ago2 views
Actively Hiring
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Role Overview
Credence Strategies is seeking a motivated and results-driven Business Development Executive to join its Finance and Wealth Management team at Porur, Chennai. In this full-time, on-site role, you will be responsible for expanding the client base by engaging high-net-worth individuals, retail investors, and corporate clients with tailored financial solutions. This is an excellent opportunity for finance professionals with 1 to 3 years of experience who are looking to grow in a dynamic and client-focused environment.
Key Responsibilities
- Identify, prospect, and engage HNIs, retail investors, and corporate clients to drive business growth
- Understand client financial goals and recommend suitable investment and wealth management solutions
- Generate leads through networking, direct outreach, and professional platforms such as LinkedIn
- Achieve assigned sales targets and AUM growth milestones while maintaining strong client relationships
- Monitor market trends, financial product developments, and SEBI regulatory updates to stay informed and compliant
Required Qualifications
- 1 to 3 years of experience in financial sales, wealth management, or business development
- Working knowledge of equity, mutual funds, fixed income instruments, and financial planning concepts
- Strong verbal and written communication skills in both Tamil and English
- Self-motivated, target-oriented, and capable of building long-term client relationships
- Bachelor's degree in Finance, Commerce, or Business Administration is preferred
Why Join Us
Credence Strategies offers a competitive salary with attractive performance incentives, structured career growth, and mentorship from experienced professionals in the financial services industry. You will gain exposure to a diverse client portfolio while benefiting from ongoing training and development programs.
Requirements
- 1 to 3 years of experience in financial sales, wealth management, or business development
- Knowledge of equity, mutual funds, fixed income, and financial planning
- Strong communication skills in Tamil and English
- Self-motivated and target-driven with a relationship-focused approach
- Degree in Finance, Commerce, or Business Administration preferred
Benefits
- Competitive salary with attractive performance incentives
- Career growth and mentorship opportunities
- Training and development programs
- Exposure to a diverse client portfolio
Frequently Asked Questions
How to apply for Business Development Executive - Finance and Wealth Management at Credence Strategies?
Contact the company directly.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
2 years of experience is required.
Is this position still open?
Yes, this position is currently active and accepting applications.
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