Business Development Specialist Industry: Portfolio Management | Investment Holding | Financial Services

Job Title:

Reports To:

Location:

Industry:

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Job Purpose:

The Business Development Executive (BDE) will support the expansion of the company's investment product distribution by identifying prospective clients, building initial relationships with HNIs and corporates, and facilitating seamless client onboarding. The BDE plays a critical role in increasing brand awareness, generating qualified leads, and supporting the sales team in achieving AUM and revenue targets.

Key Responsibilities:

Client Acquisition & Lead Generation

• Identify and approach potential clients including HNIs, business owners, and corporate treasuries.
• Generate qualified leads through cold calling, networking, referrals, and local market research.
• Assist in organizing investor events, webinars, and outreach campaigns to increase visibility and engagement.

Sales Support & Coordination

• Work closely with Relationship Managers and the Sales Head to nurture leads and convert them into investment clients.
• Prepare sales collaterals, pitch decks, and client presentations as required.
• Follow up regularly with prospects and maintain accurate records in the CRM.

Client Onboarding & Documentation

• Guide new clients through the onboarding process including KYC, regulatory compliance, and documentation for PMS/AIF products.
• Liaise with internal compliance and operations teams to ensure smooth onboarding and timely activation of mandates.

Market Intelligence & Reporting

• Stay updated on market trends, investment products, and competitor offerings.
• Provide regular feedback from clients to the Sales and Product teams.
• Track key sales metrics like client meetings, leads generated, and conversions.

Key Requirements:

Education:

Bachelor’s degree in Finance, Commerce, Marketing, or Business Administration.

MBA or relevant certifications (NISM VA, NISM XA & XB) will be an added advantage.

Experience:

• 1–3 years of experience in sales or business development in financial services, wealth management, or mutual fund distribution.
• Freshers with strong communication skills and finance interest may also apply.

Skills & Competencies:

• Strong interpersonal and communication skills
• Basic understanding of financial markets and investment products
• Target-driven and self-motivated with a positive attitude
• Willingness to learn and grow within a structured sales environment
• Proficiency in MS Excel, PowerPoint, and CRM tools

Key Performance Indicators (KPIs):

• Lead Generation:

  Number of qualified leads generated per month

• Client Meetings:

  Volume and frequency of client interactions

• Conversion Rate:

  Lead-to-client conversion ratio

• Onboarding Accuracy:

  Timely and compliant client onboarding

• Revenue Contribution:

  Investment value brought in from acquired clients

Apply Now if you're looking to build a successful career in financial sales with a fast-growing and professionally managed portfolio management firm.

📩 How to Apply:

📧 Send your updated CV to: hr@jobsahihai.com

📞 WhatsApp: +91 74288 31364

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