AVP- Business Development and Client Relations

AVP – Business Development & Client Relations

Company Overview:

iVentures is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we are honoured to design life and legacy solutions for over 850 affluent relationships and manage assets worth ₹1200+ Cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and more.

Visit our website for more information – www.iventurescapital.in

Role Overview:

We are seeking a highly driven and articulate AVP- Business Development & Client Relations, with 8- 10 years of experience in the financial services sector. This role requires excellent communication, presentation skills, and fluency in English to engage effectively with high-net-worth individuals (HNIs) and establish strategic B2B partnerships. The ideal candidate brings a strong relationship-building mindset and a proven sales track record in wealth management, investment products, or financial advisory services.

Key Responsibilities:

• Develop and manage long-term relationships with HNI clients, family offices, and institutional partners.
• Identify, pursue, and convert new B2B partnership opportunities across financial institutions, fintechs, and distribution networks.
• Present financial products and investment solutions in a clear and persuasive manner tailored to client profiles.
• Create and deliver high-quality sales presentations, proposals, and reports.
• Act as a strategic advisor, understanding client goals and aligning financial solutions accordingly.
• Collaborate with internal teams to ensure smooth onboarding and post-sale service for clients and partners.
• Stay updated on market trends, investment strategies, and regulatory developments relevant to the client base.

Requirements:

• 8- 10 years of proven sales experience in financial services (e.g., wealth management, asset management, private banking, financial advisory).
• Fluency in English with exceptional communication and presentation skills.
• Strong network of HNI clients and/or prior exposure to institutional/B2B relationship building.
• Ability to independently manage the sales cycle from prospecting to closure.
• High degree of professionalism, integrity, and client-centric approach.
• MBA/PGDM in Finance, Marketing, or related field preferred.

Location-

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