Business Development Executive

Designation :- Business Development Executive

Required :- Only Male Candidate

Key Responsibilities:
• Assist in identifying and onboarding new B2B partners (RIAs, IFAs, MFDs, Family Offices).
• Support relationship managers in servicing and engaging with existing partners.
• Learn and communicate features, performance, and suitability of AIF & PMS products.
• Prepare and update product presentations, fact sheets, and client proposals.
• Coordinate meetings, webinars, and events with partners and internal teams.
•Follow up on leads, documentation, and transaction execution.
• Maintain partner records and sales pipeline data using CRM tools.
• Conduct basic research on competitor offerings and industry trends.
• Ensure adherence to SEBI regulations and internal compliance norms. • Collaborate with operations, compliance, and investment teams for smooth execution

Qualifications:
• Graduate/Postgraduate in Finance, Commerce, or related field (MBA/PGDM preferred).
• Strong communication and interpersonal skills.
• Basic understanding of wealth management and investment products.
• Proficiency in MS Office (Excel, PowerPoint) and CRM tools.
• Eagerness to learn and work in a dynamic, fast-paced environment.
• NISM certifications (VA, XA/ XB) will be an added advantage.
• Prior internship or exposure to wealth management, AIF, PMS, or distribution models


If you are interested Send CV :- pranali@altportfunds.com

8855048871

• It is a Full Time Sales / Business Development job for candidates with 0 - 1 years of experience.