Business Development Executive

Adapt Fintech Advisors Private Limited

About Adapt Fintech Advisors Pvt Ltd (Fintso):

Fintso is an open architecture fintech ecosystem that brings together financial advisors, financial product manufacturers and vertical aggregators. With the aim of democratizing wealth management through existing unorganized players. Fintso provides a white labelled platform-as-a-service for financial advisors to operate their business of serving their investors and grow their brand and identity.

The platform provides multi-product transaction execution capabilities along with proprietary research and advisory to financial advisors. Acting as a demand aggregator for asset managers and a means to become omni-channel and connect to a physical distribution network for online-only vertical fintech aggregators, Fintso is enabling them to reach wider audiences. More information at

1. Conducting market research to identify selling possibilities and evaluate customer needs

2. To prospect for new clients by networking, cold calling, researching or other means of generating interest from potential clients.

3. Responsible to generate targeted leads per day

4. Identify and call prospects and explain company product

5. Schedule meeting / demo, if directed by reporting manager

6. Follow up with the respective internal stake holders for lead closure / on boarding

7. Develop and maintain excellent relationships with clients and a positive reputation within the industry.

8. Act as an adviser to key customer stakeholders to drive product adoption.

9. Maintain strike rate for conversion of cold calls to prospective lead

10. MIS & Reporting as required by Reporting Manager

11. Lead/ database generation, cold calls / filed visits for client acquisition.

12. Collaborate with team members to achieve better results

13. Gather feedback from customers or prospects and share with internal teams

Experience : 0 - 1 Years

No. of Openings : 2

Education : Any Bachelor Degree

Role : Business Development Executive

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India