Business Development Manager
wealthqube investment · Pune · onsite · Posted 45d ago
About a minute. You'll make an account on the way through.
About this role
Company Description WealthQube Investment is a wealth management firm focused on helping clients build security, freedom, and lasting financial legacies. The organization offers expertise in mutual funds, AIFs, PMS, comprehensive wealth planning, and succession and estate planning for diverse investor profiles.
WealthQube emphasizes trust, transparency, and ethical practices, designing portfolios based on clarity and long-term vision rather than product sales alone. Success is measured not only by financial returns, but by the enduring relationships built with clients and families. The firm is committed to simplifying the financial journey while preserving wealth across generations.
Role Description The Business Development Manager will be responsible for identifying and developing new client relationships, as well as expanding business opportunities with existing clients. Day-to-day tasks include prospecting and meeting potential investors, presenting WealthQube's services, understanding client needs, and collaborating with the advisory team to craft suitable wealth management solutions. The role involves building and managing a sales pipeline, preparing proposals, conducting follow-ups, and maintaining accurate records of client interactions and outcomes. The Business Development Manager will also support marketing initiatives, attend events, and represent the firm in the Pune Division market to enhance brand visibility. This is a full-time, on-site role based in Pune
Division.Qualifications
- Strong business development and sales skills, including prospecting, lead generation, and relationship management.
- Knowledge of financial products and services, such as mutual funds, AIFs, PMS, wealth planning, and estate or succession planning.
- Excellent communication, presentation, and negotiation skills tailored to high-net-worth and retail clients.
- Ability to analyze client profiles, understand risk tolerance, and align solutions with long-term financial goals.
- Proficiency in using CRM tools, spreadsheets, and basic office software to track, report, and manage client information.
- Strong organizational and time-management skills, with the ability to work independently and meet business targets.
- Bachelor / Masters
- degree in
- Finance, Marketing,
- Business, Economics, or a related field; professional certifications in wealth management or financial planning are an advantage.
- Prior experience in wealth management, investment advisory, or financial services business development is highly beneficial.
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