30 Jul
|
Guardian Capital Investment Advisors
|
Telangana
30 Jul
Guardian Capital Investment Advisors
Telangana
WERE HIRING: BUSINESS DEVELOPMENT MANAGER
Location: Jubilee Hills, Hyderabad (On-site + Field Work + Direct Walk-ins)
Department: Business Development B2B Partnerships B2C Client Acquisition
Experience: 37 Years (Wealth Management / B2B Sales / Healthcare-Pharma / Field Sales)
Working Hours: 9 AM 7 PM | 2 Saturdays a month
Employment Type: Full-Time | Permanent
Relationship-first business development combining B2B partnerships with direct B2C HNI client acquisition across CAs, Healthcare, SME/MSME, and Corporate Ecosystems
ROLE OVERVIEW WHAT YOU WILL OWN
You will be Guardian Capitals growth engine across two connected fronts: building a network of B2B partners CAs, merchant banks, corporates, and professional ecosystems such as healthcare while directly converting HNI and Ultra HNI individuals into long-term wealth management clients through walk-ins, field visits, and in-person engagement.
This is a dual-mandate role for a professional who combines relationship-building credibility with commercial drive equally comfortable opening doors with institutional partners, walking into hospitals and SME businesses, and closing trust with individual HNI clients.
ROLE STRUCTURE THE FOUR PILLARS
Pillar 1: B2B Partner Development
- Proactively engage B2B partners CAs, merchant banks, corporates, SME/MSME business owners, and professional ecosystems (healthcare, pharma) through daily outreach: calls, emails, and in-person meetings.
- Schedule and conduct 4 in-person meetings per day with potential B2B partners to build a sustainable network, drive new partnerships, and generate prospective leads.
- Build and sustain long-term relationships across partner ecosystems to create a consistent referral pipeline.
- Conduct direct walk-ins to CA offices, hospitals, clinics, SME/MSME businesses, and corporate parks to identify opportunities and engage current partners.
Pillar 2 B2C Lead Generation HNI Acquisition
- Generate a minimum of 10 Ultra HNI leads per month through B2B partner engagement, direct walk-ins, cold calls, field visits, and digital channels.
- Conduct walk-ins and structured in-person visits to hospitals, clinics, diagnostic centres, and SME/MSME businesses to directly engage owners, doctors, and decision-makers as prospective HNI/UHNI clients.
- Build a focused pipeline across healthcare professionals, SME/MSME owners, and corporate executives as priority segments for direct B2C acquisition.
- Meet prospective clients from multiple sources partner referrals, direct calls, marketing leads, website inquiries and clearly communicate Guardians value proposition.
- Track sector liquidity events ESOP buybacks, IPOs, MA transactions to surface time-sensitive wealth management opportunities.
Pillar 3 BD Strategy: Seminars Events
- Design and execute BD initiatives such as industry events, outreach stalls, seminars for professional communities (doctors, CAs, corporates), and investor education programs.
- Represent Guardian Capital at industry events, conferences, and professional forums to build brand presence and pipeline.
- Operate in a performance-driven environment against daily, monthly, and annual targets across calls, meetings, and partnership/client conversions.
Pillar 4 Reporting CRM Management
- Maintain precise records of all meetings, walk-ins, referrals, follow-ups, and business opportunities in Guardians CRM system.
- Provide regular pipeline and activity updates to senior management, maintaining discipline across the full client acquisition lifecycle.
ELIGIBILITY WHO SHOULD APPLY
Applications are considered from candidates with prior experience in one or more of the following domains:
- Wealth Management Sales
- Pharma / Healthcare Sales
- B2B Sales / Partner Acquisition
- B2B Relationship Management
- Banking Financial Services
- HNI / Ultra HNI Client Acquisition
- Field Sales / Feet-on-Street Roles
- SME/MSME Banking Lending
REQUIRED SKILLS ATTRIBUTES
Minimum Requirements Non-Negotiable
- Integrity Honesty Guardian only hires individuals of unquestionable personal and professional integrity. This role carries direct, unsupervised access to client trust and financial conversations in the field honesty is a baseline requirement, not a preference.
- Target Orientation Must thrive in a performance-driven environment with daily, weekly, and monthly activity and conversion targets. This role is not a fit for candidates who need a fixed, target-free routine.
Additional Requirements
- Comfortable with field-heavy, networking-intensive work cold outreach, direct walk-ins, and daily in-person engagement across CAs, hospitals, clinics, and SME/MSME businesses.
- Strong communication and rapport-building skills; able to earn trust quickly with business owners and decision-makers.
- Willingness to work 2 Saturdays a month as part of the standard field schedule.
- Existing book of clients or a strong professional network is highly valued.
- Familiarity with wealth management products (Mutual Funds, PMS, AIF, Insurance) is an advantage training provided.
- Preference for NISM Series VA certification; Telugu and English fluency preferred; Hindi an advantage.
Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Senior Manager, Business Development (Telangana)
🏢 Guardian Capital Investment Advisors
📍 Telangana