Business Development Executive — Mutual Funds (Mumbai)

Business Development Executive — Mutual Funds (Mumbai)

20 Aug
|
Devmani Traders
|
Mumbai

20 Aug

Devmani Traders

Mumbai

WE ARE HIRING

Business Development Executive

— Mutual Funds

Business Development & Client Acquisition

Full-time, Field Role

AMFI Registered Mutual Fund Distributor | ARN-289110 | Authorised Person – Kotak Securities Ltd.

Company Introduction

Devmani Traders Pvt. Ltd. is a Mumbai-based financial services firm established in 2008. We are an AMFI-Registered Mutual Fund Distributor and an Authorised Person of Kotak Securities Ltd.

Our business spans mutual fund distribution including the newly introduced Specialized Investment Funds (SIF) category, equity broking, insurance, fixed income products and loans. We serve individual investors, HNI families, corporates, charitable trusts and co-operative societies.

Job Summary

We are looking for an experienced, self-driven Business Development Executive whose primary mandate is lead generation and AUM growth. This is a front-line, field-intensive role: the person will go out into the market, target corporates, charitable trusts, co-operative housing societies, professional associations and referral networks to open doors,



set up meetings and convert prospects into long-term investors across mutual funds, SIF and insurance.

This is not a back-office or support role. Success is measured by the quality of meetings generated, recent clients onboarded, and net AUM and SIP book added.

Key Responsibilities
- Lead generation: Build a consistent pipeline through open market activity, cold calling, referrals, existing networks and corporate tie-ups.
- Corporate outreach: Approach corporates and HR departments to set up employee investment awareness sessions, financial wellness programmes and SIP enrolment drives.
- Institutional outreach: Engage charitable trusts, temple trusts, educational institutions, co-operative housing societies and associations for corpus deployment through mutual funds and fixed income products.
- Meeting setting: Fix qualified appointments for the senior team and represent Devmani in first-level client

📌 Business Development Executive — Mutual Funds (Mumbai)
🏢 Devmani Traders
📍 Mumbai

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