Business Development Executive
Pashupati Capital Services · Mumbai · onsite · Posted 50d ago
About a minute. You'll make an account on the way through.
About this role
A front-line business development role with a strong technology and digital marketing component. You will identify and convert new business opportunities across HNIs, family offices, wealth managers, financial advisors, institutional investors, NRIs, and FPIs across the Pashupati group of companies, including Pashupati Capital Services Pvt. Ltd. and TradeAir (IFSC) Pvt. Ltd.
Unlike a traditional financial-services sales role, we are looking for someone who uses AI and modern design tools to independently create high-quality sales collateral, run targeted outreach, generate leads and manage opportunities through to closure.
Principal Responsibilities
Business Development & Client Acquisition
- Acquire HNIs, family offices, institutional investors, corporates, NRIs, FPIs, wealth managers and financial intermediaries.
- Conduct client meetings, presentations and product demonstrations; build a structured pipeline and drive opportunities to closure.
- Develop long-term relationships and identify cross-selling opportunities across the group's offerings.
Distribution & Partnership Development
- Build relationships with wealth managers, RIAs, financial advisors, family-office professionals, distributors and research advisors.
- Develop partnerships that can scale into distribution channels, in India and across the NRI/FPI ecosystem.
- Represent the group at industry conferences, investor events and market forums.
GIFT City / IFSC & Alternative Investments
- Develop business around the GIFT City / IFSC and international market offerings of TradeAir (IFSC) Pvt. Ltd.
- Support investor acquisition for Category III AIF and alternative investment offerings.
- Track IFSCA, AIF, PMS and wealth-management developments and identify commercial opportunities.
- All outreach to NRI, FPI and international investors must be conducted in line with applicable Indian, IFSCA and host-jurisdiction regulations, and within the scope of the relevant entity's registration.
Digital Lead Generation
- Build targeted prospect lists and run structured outreach campaigns via LinkedIn, email and other digital channels.
- Design segment-specific campaigns for HNIs, family offices, wealth managers, NRIs, FPIs and advisors; measure effectiveness.
- Maintain a disciplined funnel from prospecting through to closure.
AI-Powered Marketing & Sales Collateral
We want someone who uses technology to operate significantly faster than a traditional BD executive using tools such as Claude, ChatGPT, Canva and Figma to:
- Build pitch decks, investor presentations, one-pagers and brochures.
- Produce market updates, infographics and client communication.
- Draft personalised prospecting emails and LinkedIn outreach, and research prospects before meetings.
- Rapidly customise collateral for different client segments.
The objective is not simply writing with AI it is improving the speed, quality, personalisation and scale of the entire business-development process.
Job Requirements
Education
- Bachelor's degree in Finance, Business, Marketing, Economics or a related discipline. MBA or relevant postgraduate qualification preferred.
Experience
- Minimum 3 years in business development, institutional sales, wealth management, stock broking, investment products, financial distribution or growth marketing. Existing relationships within the HNI, family-office, wealth-management or financial-advisory ecosystem are an advantage.
Capital Markets Knowledge
- Working understanding of Indian equity and derivatives markets, stock broking, HNI and wealth-management products, PMS and AIF structures (including Category III AIFs), the GIFT City / IFSC ecosystem, and the NRI/FPI investment landscape.
Working Environment
This role is issued a macOS device. Candidates must be fluent with macOS as their primary day-to-day working environment and comfortable operating without Windows-only tools.
Technology & AI Skills
- macOS as a primary working environment essential
- Google Workspace Slides, Sheets, Docs, Drive
- Claude, ChatGPT or similar generative AI platforms
- Canva / Figma or equivalent design platforms
- Keynote and Microsoft PowerPoint
- LinkedIn and digital prospecting
- CRM and lead-management tools
Prior experience independently producing professional financial presentations, marketing collateral or digital campaigns will be strongly preferred.
Other Details
- Holidays will be provided as per the NSE/BSE holiday calendar
- Hours of work: Monday to Saturday - 10:30 AM to 07:30 PM. Saturday 5-6 Hours
- Salary varies by depth of experience/skills and last drawn CTC
Compensation & Benefits
Competitive base salary with performance-based bonuses.
- Comprehensive health insurance and wellness programs.
- Access to cutting-edge trading infrastructure and proprietary tools.
- Opportunities for professional development and career advancement.
- Collaborative and inclusive work environment.
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