Business Development- Wealth Platform

We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, montages, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue.

Key Responsibilities:

Client Acquisition & Relationship Management

• Identify, acquire, and manage retail and HNI clients for various financial products.
• Conduct need analysis and recommend appropriate financial solutions to clients.
• Maintain strong, long-term relationships with clients, ensuring high satisfaction and retention.
• Act as a trusted advisor, providing updates on product performance and market insights.

Partner Onboarding & Engagement

• Identify and onboard new distribution partners including IFAs, brokers, insurance agents, and wealth managers.
• Train partners on product features, compliance guidelines, and selling techniques.
• Develop engagement programs to keep partners motivated and aligned with business goals.

Sales & Business Development

• Drive revenue growth across product lines through targeted sales and marketing strategies.
• Develop and execute cross-sell and upsell campaigns across the client and partner base.
• Expand market penetration by identifying new geographies, segments, and opportunities.
• Meet and exceed sales targets and performance metrics.

Market Intelligence & Strategy

• Keep abreast of industry trends, competitor activities, and regulatory changes.
• Provide feedback to the product and marketing teams to refine offerings and go-to-market strategies.
• Use data and analytics to identify growth opportunities and optimize conversion rates.

Key Requirements:

• Bachelor’s degree in Finance, Business Administration, or related field (MBA/CFP preferred).
• Proven track record in sales/business development in financial services.
• Strong network of clients and/or channel partners within the financial product ecosystem.
• 3–8 years of experience in financial services sales/business development, preferably in mutual funds, insurance, or wealth management.

Job Type: Full-time

Pay: From ₹30,000.00 per month

Application Question(s):

• Which financial products have you actively sold or promoted? (e.g., Mutual Funds, Insurance, AIF, PMS, Loans, Broking)

Experience:

• Business development within the financial services sector: 3 years (Preferred)

Work Location: In person