Senior Business Development Representative

Job Titel:Business Development Representative

Qualification:Bachelors degree in Finance Business or a related field is required.

Experience:1-3 Years

Location:Lower Parel Mumbai

Job Summary

The Business Development Representative will support the fundraising and business development team by identifying potential investors generating qualified leads conducting market research coordinating meetings maintaining CRM data and assisting in investor communication. The ideal candidate should possess excellent communication skills strong organizational abilities and a keen interest in financial markets and investment products.

Key Responsibilities

Job Description: is a distinguished CAT-III AIF is seeking a motivated Business Development Representative to join our growing team. This is an excellent opportunity for a professional with a passion for the financial markets to gain valuable experience in AIF (Alternative Investment Fund) sales and investor relations. The ideal candidate will be a highly organized and enthusiastic individual who is ready to learn and contribute to the teams success.

Key Responsibilities:

Lead Generation & Support: Assist in identifying potential new business channels and partnerships. Support the senior team in their fund-raising efforts by conducting research and preparing materials.

Client Communication: Support the team in managing communications with HNWIs and other investors including scheduling meetings and preparing follow-up materials.

Administrative Support: Help with the preparation of presentations reports and other documents. Ensure all data is accurately maintained in our CRM system.

Market Research: Conduct basic market research to identify potential leads and support the sales strategy.

Business Development & Lead Generation

• Identify and generate new business opportunities through market research networking and referrals.
• Build and maintain a pipeline of prospective investors and business partners.
• Assist senior management in fundraising initiatives and investor acquisition.
• Research potential clients HNIs UHNIs Family Offices Wealth Managers and Institutional Investors.

Client Relationship Management

• Coordinate meetings and interactions with prospective investors.
• Support investor communication by preparing presentations proposals and follow-up materials.
• Maintain professional relationships with clients and business associates.
• Ensure timely follow-up on leads and investor queries.

• Market Research

• Conduct market research on investment trends competitors and potential client segments.
• Identify new distribution channels and partnership opportunities.
• Prepare reports and insights to support business development initiatives.

• CRM & Administrative Support

• Maintain accurate records of leads client interactions and sales activities in the CRM system.
• Prepare MIS reports presentations and business documents.
• Coordinate with internal teams to ensure smooth execution of business development activities.

• Team Collaboration

• Work closely with the Investment Sales Marketing and Operations teams.
• Assist in organizing investor meetings webinars seminars and promotional events.
• Support ongoing fundraising campaigns and business expansion initiatives

Required Skills:

Lead Generation & SupportClient Communication:Administrative SupportMarket Research: