Business Development Executive
I Cap Financial Services
Bengaluru, Karnataka, India
Business Development, Sales / Marketing
Role: Business Development Executive – HNI Sales
Location: Bengaluru
About Us
I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities.
Role Overview
We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets.
Key Responsibilities
- Identify and acquire new HNI clients for investment in Unlisted Shares, Pre-IPO, and other financial products.
- Pitch investment opportunities and build long-term relationships with clients.
- Understand client needs and provide customized investment solutions.
- Stay updated with market trends, product offerings, and competitor activities.
- Achieve sales targets and contribute to overall revenue growth.
- Work closely with the advisory and research team to deliver value-driven investment strategies.
- Bachelor’s degree in Finance, Business, or a related field (MBA preferred).
- Proven interest or prior experience in sales/financial services/investment products.
- Strong communication, negotiation, and presentation skills.
- Ability to engage and build rapport with HNI clients.
- Goal-oriented with a passion for achieving targets.
- Knowledge of equities, unlisted shares, or investment products will be an added advantage.
About the company
Company website•Financial Services
Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years. Today, we are a thriving company, driven by the trust and loyalty of our clients, who continually inspire our pursuit of excellence.
Our journey has not been confined by borders. We've expanded our services globally, forging strong relationships with clients across the world.
Success at I Cap extends beyond growth. We shape the future of finance by mentoring talent, partnering with institutions, and fostering a vibrant community through sponsorships.
What Sets Us Apart
Our Proprietary investment strategies and personalized approach distinguish us from others in the industry.
By leveraging cutting-edge technology and conducting in-depth market analysis, we deliver financial solutions that generate exceptional results for our clients.
Our Services
At I Cap Financial Services, we provide a complete range of financial solutions to help you grow, manage, and protect your wealth. Our expert team offers tailored strategies for both seasoned investors and those new to financial planning.
With deep expertise in Global and Indian markets, we are dedicated to aligning your investments with your financial goals. We offer:
1. Wealth Management: Customised plans to grow and safeguard wealth.
2. Retirement Planning: Secure your future with our guidance.
3. Financial Advisory: Navigate complexities with personalized advice.
4. Investment Management: Maximize returns, and minimize risk.
Our Products
1. Debentures
2. Direct Equity Investment
3. Unlisted Shares
4. Systematic Investment Plan (SIP)
5. Alternative Investment Fund
6. Portfolio Management Services