Job Title: Business Operations & Development Manager Location: Vapi, Gujarat Reports to: Founder / Senior Partner Job Summary: KD Financial Services is seeking a dynamic and detail-oriented Business Operations & Development Manager to drive both business growth and operational excellence. This hybrid role is ideal for a professional who can seamlessly manage client acquisition, relationship building, and backend processes. The ideal candidate will play a pivotal role in expanding our client base while ensuring smooth onboarding, regulatory compliance, and service delivery. Key Responsibilities: Pitch investment and financial services to individual and corporate clients Build and nurture relationships with existing clients Analyze market trends and competitor offerings to refine strategy Oversee end-to-end client onboarding including KYC, documentation, and platform integration Liaise with mutual fund platforms, RTAs, and other third-party service providers Ensure timely execution of client transactions and service requests Monitor operational workflows and implement process improvements Qualifications & Skills Bachelors degree in Finance, Business, or related field (MBA preferred) 1+ years of experience in financial services, preferably in a hybrid sales-operations role Strong understanding of mutual funds, financial products, and compliance processes Excellent communication and interpersonal skills Proficiency in CRM software, Excel, and digital platforms used in wealth management Self-starter with multitasking ability and attention to detail

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Business Operations & Development Manager

Vapi

1.0 - 1.0 yrs

INR 0 - 0 Lacs

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Business Operations & Development Manager