Profile: BDM-Fintech & Wealthtech-Surat-8 LPA

Experience:

- 2-5 years of experience in Business Development, Strategy, or Investment roles in Fintech, Wealthtech, BFSI, or Financial Services.
- Fresher MBA or CA candidates with strong commercial acumen may also apply.
- Demonstrated ability to identify business opportunities, develop business cases, and drive initiatives from concept to execution.
- Experience in strategic partnerships, opportunity assessment, or recent market entry is preferred.
- Exposure to B2B or enterprise business environments will be an advantage.
- Familiarity with wealth management, investment products, digital lending, or the broader financial services ecosystem is highly preferred.
- Willingness to travel for stakeholder engagement across India and international markets.

Salary Range: 50k - 67k

Roles:

Business Growth & Revenue

- Identify and spearhead new business opportunities across the Fintech and Wealthtech landscape, leading each initiative from initial discovery through transition and execution.
- Drive diversification beyond startup investments by identifying and evaluating both established and newly initiated Fintech and Wealthtech business models.
- Study, assess, and map the competitive and collaborative landscape of existing and emerging Fintech and Wealthtech business models to identify actionable diversification opportunities.
- Engage with founders, HNIs, family offices, wealth managers, and institutional partners through active travel and outreach to uncover and qualify new business opportunities.
- Build and present compelling business cases, opportunity decks, and transition plans to leadership for new initiatives across India and global markets.
- Track and report opportunity pipeline health,



business model evaluations, and diversification milestones on a regular basis.

New Business Opportunity Development

- Identify white-space opportunities in underserved Fintech and Wealthtech market segments across India and global markets.
- Lead end-to-end opportunity assessment from market sizing and feasibility analysis to pilot launch and scale-up.
- Develop new revenue streams by introducing innovative financial products, co-branded solutions, and platform integrations.
- Forge strategic partnerships with Fintech startups, digital lenders, AI-advisory platforms, and investment technology firms.
- Prepare detailed business proposals, opportunity decks, and partnership term sheets for senior stakeholder review.
- Track and report new opportunity pipeline health, conversion rates, and revenue contribution.

Partnerships & Ecosystem Development

- Collaborate with wealth management firms, family offices, and HNI networks globally for product distribution.
- Represent the organization at industry events, investor forums, and Fintech conferences across India and international markets.
- Build and nurture long-term relationships with key stakeholders and decision-makers within the financial ecosystem.

Market Strategy & Expansion

- Conduct detailed market research and competitive analysis across India and international markets to identify growth opportunities.




- Develop go-to-market strategies for new Wealthtech products and services for domestic and international audiences.
- Analyze market trends, customer needs, and competitor landscape to support product positioning and pricing strategies.
- Drive business expansion into new international markets including the Middle East, Southeast Asia, the UK, and other high-potential regions.
- Develop region-specific business development plans aligned with the company//'s global expansion roadmap.

Client Acquisition & Relationship Management

- Drive customer acquisition for Fintech products, investment platforms, advisory tools, and wealth solutions across domestic and international markets.
- Engage NRI communities, global HNIs, diaspora investors, and institutional clients.
- Manage client onboarding, relationship management, and upselling/cross-selling opportunities.
- Build a strong referral network with existing clients, channel partners, and ecosystem stakeholders across India and internationally.

Cross-functional Collaboration

- Work closely with Product, Marketing, and Technology teams to align business development initiatives with the product roadmap.
- Provide market insights and customer feedback to support product development and feature prioritization.
- Prepare business proposals, presentations, and pitch decks for prospective partners and investors.

Qualification:

- Bachelor//'s degree in Business Administration, Finance, Economics, or a related field (Mandatory).
- Master//'s degree will be an advantage.
- MBA from a reputed institution or CA (Chartered Accountant) preferred.
- CFA, CFP, or NISM certifications will be an added advantage

📌 BDM-Fintech & Wealthtech-Surat-8 LPA (India)
🏢 Rishi Jobs
📍 India