Business Development Professional - Wealth Distribution

About the Role:

We are looking for a seasoned wealth distribution and sales professional to join us as a founding team member. You will be responsible for driving the distribution of financial products including Mutual Funds, PMS, AIF, and Structured Products to HNIs, family offices, and institutional clients. This is a relationship-led, advisory-first role with a clear revenue mandate, suited for someone who has spent years building trust-based client relationships in the wealth management or equity broking space.

What You'll Do:

Sales & Product Distribution:

- Drive distribution and revenue generation across a product suite including Mutual Funds, PMS, AIF, and Structured Products.

- Identify and engage prospective HNI and institutional clients, and convert them into long-term investment relationships.

- Position and pitch wealth solutions effectively, tailoring recommendations to each client's risk profile and investment objectives.

Client Relationship Management:

- Own and deepen relationships with an existing and growing book of clients across the wealth and broking ecosystem.

- Serve as the primary advisory point of contact ensuring clients are kept informed on product performance, market developments, and portfolio strategy.

- Work closely with internal teams to deliver a seamless, high-quality client experience.

Revenue & Business Growth:

- Meet and exceed revenue targets through mutual fund distribution, fee-based advisory, and cross-sell of investment products.

- Contribute to building the company's presence and reputation within the wealth management community in Mumbai and beyond.

- Represent the company at industry events, investor meets, and relevant networking forums.

Who You Are:

- 8-12 years of experience in wealth management, equity broking, or financial product distribution with a strong track record in sales and client acquisition.

- Hands-on experience distributing Mutual Funds, PMS, AIF, and/or Structured Products to HNI or institutional clients.

- A well-networked professional with an established client book or strong relationships in the wealth and broking ecosystem.

- Comfortable operating in a lean, early-stage environment where you will help build processes, pitch decks, and client frameworks from the ground up.

- NISM certifications (Series V-A, Series XXI-A, or equivalent) are strongly preferred.

- Familiarity with commodity markets or alternative investment products will be an added advantage.