Job Description

Roles and Responsibilities:

i. Source and provide training for IPOs and Demat accounts, along with collecting
margin.
ii. Source and provide training for Life, Health and General Insurance products.
iii. Source and provide training for Mutual Fund.
iv. Source and provide training for various financial market tools, including
Portfolio Management.
v. Source and provide training for different types of loans and Overdraft facilities.
vi. Source and provide training for DSC (digital signature certificate).
vii. Source and provide training for GST E-Invoicing and Tax return processes...

Kindly read below the mandatory terms and conditions:

Incentives Justification:

BDE incentives will be evaluated using a performance-based point system (PBPS).

Incentives will be justified based on points earned by the BDE. A point allocation sheet
will be provided separately.

Performance Evaluation:
a) Your performance will be assessed based on financial services and product
knowledge, as well as the points earned through your efforts.
b) Exceptional performance may lead to Performance Bonuses and Group bonuses
as separate rewards.
c) High-performing candidates may be considered for future placement
opportunities within the company.

VINOSHA PORTFOLIO PVT LTD

C-56A/13 Noida Sector 62 Uttar Pradesh 201301
0120-3646164 Mail: info@vinosha.in Website: www.vinoshaportfolio.com
Additional Suggestions:
Based on the given job description, here are some suggestions to enhance the role of the
Business Development Executive (BDE):

1.) Client Relationship Building: - Emphasize the importance of building strong

client relationships, understanding their needs, and providing tailored financial
solutions.

2.) Market Research: - Encourage BDEs to stay updated with the latest trends and
developments in the financial industry. This will enable them to provide more
informed guidance to clients.

3.) Cross-Selling: - Encourage BDEs to identify cross-selling opportunities. For

instance, if a client is interested in insurance, they could also be introduced to
investment options.

4.) Digital Literacy: - Emphasize the importance of being digitally literate,

especially for processes like GST E-Invoicing and online financial transactions.

5.) Continuous Learning: - Highlight the significance of continuous learning and

professional development. BDEs should be encouraged to stay updated with
certifications and training to excel in their role.

6.) Networking: - Encourage BDEs to build a network within the financial industry.
This can help them access resources and insights that benefit their clients.

7.) Ethical Practices: - Reinforce the importance of ethical practices and transparency
in all interactions with clients.

VINOSHA PORTFOLIO PVT LTD

C-56A/13 Noida Sector 62 Uttar Pradesh 201301
0120-3646164 Mail: info@vinosha.in Website: www.vinoshaportfolio.com