Business Development Specialist

The Opportunity

We're a boutique, founder-led investment advisory firm building our client-acquisition engine from the ground up — and we're looking for someone to help build it with us.

This isn't a role where you do research and file it away. The lists you build, the partnerships you open, and the follow-ups you own feed directly into real conversations our advisory team has with real prospects. You'll see, up close, what it actually takes to earn a client's trust in their financial future.

What You'll Own

Market & Competitive Intelligence

• Map the competitive landscape of RIAs and wealth managers across Pune and Mumbai — pricing, positioning, and service models — to find where we should differentiate.
• Track macro forces shaping the advisory industry (SIP growth, digital-first advisors, shifting SEBI regulation).
• Translate research into talking points our advisors use in live client conversations.

Client & Prospect Research

• Identify, build, and outreach across the client segments where we have the strongest right to win: professionals, business owners, and financially active households.
• Revive and requalify past inquiries sitting dormant in our records, often the highest-return list nobody's touched in months.
• Conduct prospective client meetings and handle logistics after introductory meetings.
• Shape a clear first-90-days onboarding journey for new clients.
• Write a website FAQ that answers real questions before they're even asked.

On-Ground Execution

• Own invite strategy and logistics for roadshows.
• Run the room on the day — registration, hosting, and lead capture.
• Own the follow-up sequence that turns a room full of strangers into booked conversations.

Who We're Looking For

• 0–2 years of experience in sales, business development, or a client-facing role.
• Bachelor’s degree in a business-related domain.
• Strong written and verbal communication skills.
• Prior internship experience.
• Comfortable with everyday tools (spreadsheets, LinkedIn, email, a CRM) and ready to own outcomes, not just tasks.