Business Development Executive

Key Responsibilities:

• Generate business for AIF products through HNIs, UHNIs, Family Offices, Institutional Investors, and Corporate Clients.
• Develop and maintain relationships with wealth managers, independent financial advisors (IFAs), RIAs, national distributors, and private banks.
• Achieve monthly, quarterly, and annual fundraising targets.
• Conduct investor meetings, presentations, seminars, and webinars.
• Explain AIF investment strategies, risk-return profiles, and fund performance to investors.
• Identify new business opportunities and expand the investor network.
• Coordinate with operations, compliance, and fund management teams for smooth investor onboarding.
• Maintain CRM records, investor pipeline, and sales MIS reports.
• Keep updated with capital market trends, alternative investments, and SEBI AIF regulations.
• Ensure adherence to all internal compliance and regulatory requirements.

Eligibility:

• Bachelor's degree in finance, commerce, business administration, or a related field.
• MBA (Finance/Marketing) preferred.
• Chartered Accountant

Experience:

• 3–8 years of experience in:
• Alternative Investment Funds (AIF)
• Portfolio Management Services (PMS)
• Wealth Management
• Mutual Funds
• Capital Markets
• Investment Advisory

Required Skills:

• Strong knowledge of AIF products and capital markets.
• Excellent relationship management and networking skills.
• Strong communication, presentation, and negotiation abilities.
• Experience in fundraising and investment product sales.
• Ability to build relationships with HNIs, UHNIs, family offices, and institutional investors.
• Target-oriented with a proven sales track record.
• Good analytical and problem-solving skills.

Preferred Certifications:

• NISM Series XIX-C (AIF Managers)
• NISM Series XV – Research Analyst (Preferred)
• NISM Series VIII – Equity Derivatives (Preferred)
• AMFI Certification (Added Advantage)

Key Performance Indicators (KPIs):

• AIF Assets Under Management (AUM) mobilized.
• Number of new investors acquired.
• Revenue generated.
• Distributor/channel partner activation.
• Client retention and relationship management.
• Achievement of monthly and quarterly sales targets.
• Compliance adherence.

Compensation:

• Fixed Salary + Attractive Performance Incentives
• Annual Performance Bonus
• Travel Reimbursement (As per company policy)