SAAIVISTA Investment Services Pvt Ltd

About Saaivista Investment Services Pvt. Ltd. Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒) , 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 (𝐒𝐈𝐅𝐬) , 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 (𝐌𝐅𝐃) , 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 , 𝐀𝐈𝐅𝐬 , and other 𝐒𝐄𝐁𝐈-𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐞𝐝 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 . Built on the pillars of Vision, Strategy, Trust, and Integrity , Saaivista is dedicated to helping individuals and families achieve financial freedom through structured, transparent, and goal-oriented investment solutions. Role Overview We are looking for motivated and ambitious individuals to join our Business Development team. This is an on-site role (Nagpur) , ideal for candidates looking to build a long-term career in investment sales and wealth management . You will be responsible for acquiring clients, presenting our investment offerings, and contributing to the firm’s growth. Key Responsibilities Identify and approach potential clients (HNIs, professionals, and investors) Present and explain MF, PMS, AIF, and other investment products Execute sales and marketing strategies to drive client acquisition Maintain client relationships and ensure post-onboarding support Meet sales and outreach targets within defined timelines Requirements Bachelor’s degree in finance, commerce, management, or a related field 0–3 years of experience in finance, sales, or marketing (freshers are welcome) Strong interpersonal, communication, and presentation skills Interest in financial markets and investment advisory Self-driven, disciplined, and goal-oriented mindset Compensation Fixed + Performance Incentives Opportunity for growth to Relationship Manager / Investment Consultant roles based on performance Why Join Saaivista Exposure to high-net-worth client acquisition and relationship management Direct mentorship from experienced professionals in the wealth management industry Opportunity to work with top-tier PMS and AIF products from leading AMCs