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

Job Title: Business Development Manager (BDM) – Jaipur

Location: Jaipur, Rajasthan

Experience Required: 1–5 years

Employment Type: Full-Time

Capital is an investment holding and portfolio advisory firm committed to bridging personal wealth creation with India’s economic growth. We combine global financial expertise with deep, India-first research to construct portfolios that deliver long-term outperformance while focusing on sectors vital to the nation’s progress — from infrastructure to digital innovation. As fiduciaries, we uphold transparency, regulatory compliance, and an unwavering commitment to outcomes that strengthen both our clients’ legacy and Bharat’s ascent.

Role Overview

We are seeking a highly motivated and results-driven Business Development Manager (BDM) to drive client acquisition and revenue growth in Jaipur. The ideal candidate will have experience in financial services, wealth management, or high-value B2C/B2B sales, with a proven track record of meeting sales targets. You will be responsible for generating and converting leads, onboarding investors, recruiting business partners, and fostering lasting client relationships.

Key Responsibilities

Lead Generation & Client Acquisition: Identify, approach, and convert potential clients (HNI, retail, institutional) through cold calls, referrals, networking events, and industry forums.

Investor Onboarding: Pitch investment offerings and services effectively, ensuring smooth onboarding.

Partnership Development: Recruit and manage Business Associates/Business Partners to expand the firm’s reach.

Market Research: Conduct competitive analysis to identify new opportunities for growth.

Sales Achievement: Consistently meet or exceed monthly/quarterly sales and revenue targets.

Client Relationship Management: Build and nurture long-term relationships to drive retention and cross-selling opportunities.

Reporting & CRM Management: Maintain accurate records in CRM systems and provide daily progress reports to the Branch Head.

Collaboration: Work closely with internal teams (research, operations, marketing) to deliver exceptional client experiences.

Represent the company at meetings, presentations, and investor workshops.

Qualifications & Skills

Bachelor’s degree in Business, Marketing, Finance, or related field (MBA preferred).

1–5 years of experience in financial services, wealth management, or high-value B2C/B2B sales.

Proven track record of achieving and exceeding sales targets.

Strong leadership and team recruitment/management abilities.

Excellent negotiation, presentation, and closing skills.

Outstanding communication and interpersonal skills.

Proficiency in customer relationship management (CRM) tools.

Ability to analyze sales data, prepare reports, and identify trends.

Willingness to travel as required.

Industry experience and regulatory understanding (SEBI, AMFI, etc.) are an advantage.

What We Offer

Competitive salary plus performance-based incentives.

Industry-leading training and mentorship.

Opportunity to grow with a fast-expanding financial advisory firm.

• Platform to work at the intersection of personal wealth creation and India’s economic development.

 Apply Now:

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📱 WhatsApp: +91 74288 31364

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