Business Development Executive

Business Development Executive – B2CCompany: RevenUmf.com

Location: Balewadi, Pune

Work Mode: Hybrid

Employment Type: Full-time

Department: Business Development

About RevenUmf.comRevenUmf.com is a technology-driven mutual fund distribution platform that helps individuals discover and invest in mutual funds through a simple digital experience.

We are looking for a Business Development Executive – B2C who can interact with prospective customers, understand their requirements, explain our platform and offerings, and assist them throughout their investment journey.

Role OverviewAs a Business Development Executive, you will work directly with prospective and existing customers.

Your role will involve engaging with leads generated through our digital and offline channels, understanding their requirements, explaining mutual fund investment options available through RevenUmf.com, and helping them complete the onboarding and investment process.

• Key ResponsibilitiesConnect with prospective customers through calls, WhatsApp, email and other communication channels.
• Follow up with leads generated through digital marketing campaigns, referrals, events and other channels.
• Understand customers' investment requirements and introduce them to relevant features and offerings available on RevenUmf.com.
• Explain the platform, mutual fund investment process, SIPs and other relevant concepts in a simple and easy-to-understand manner.
• Assist customers with account registration, KYC, risk profiling and other onboarding steps.
• Help customers navigate the platform and complete their mutual fund transactions.
• Regularly follow up with interested customers and maintain strong customer relationships.
• Re-engage registered users who have not yet completed their onboarding or started investing.
• Maintain accurate records of customer interactions, follow-ups and lead status in the CRM.
• Coordinate with internal operations and support teams for customer queries and transaction-related assistance.
• Participate in offline events, corporate activities and customer acquisition initiatives when required.
• Work towards individual and team business development and customer acquisition targets.
• Who We're Looking ForGraduate or postgraduate in Business, Commerce, Finance, Marketing or a related field.
• 0–3 years of experience in business development, customer acquisition, relationship management, financial services or B2C sales.
• Freshers with strong communication skills and an interest in financial services are welcome.
• Strong verbal and written communication skills.
• Comfortable speaking with customers over phone calls and conducting regular follow-ups.
• Ability to understand financial products and explain them clearly to customers.
• Good interpersonal and relationship-building skills.
• Self-motivated, organised and comfortable working in a target-oriented environment.
• Previous experience in mutual funds, banking, fintech, insurance or financial services would be an advantage.

What You'll GainThis role provides hands-on exposure to fintech, mutual funds, customer acquisition and relationship management.

You'll work directly with customers, understand their investment requirements and gain practical experience in how a growing fintech and mutual fund distribution business acquires, converts and supports customers.