Sales & Business Development Manager – Fund Administration & Corporate Services

Experience - 7-10 yrs

Location - Bangalore/Mumbai

MANDATORY REQUIREMENTS

• 7–10 years of Sales / Business Development experience in Fund Administration, Fund Accounting, Wealth/Private Banking, Custody, Institutional Broking, or related financial services.

• Proven track record of acquiring Fund Managers (PE/VC/Hedge Funds), Family Offices & Institutional Investors, with a strong existing network across the Indian financial ecosystem.

• Strong relationship-led sales experience with Priority Banking RMs, Private Bankers, FI Sales, Sponsor Coverage, Law/Accounting Firms, and ability to independently manage the end-to-end sales cycle from lead generation to closure.

JOB ROLES & RESPONSIBILITIES

• Drive end-to-end sales and business development for Fund Administration, Fund Accounting, and corporate/allied services (fund and SPV setup, compliance, secretarial, and related services).

• Build and manage a strong pipeline of prospective clients – Fund Managers (PE, VC, Hedge Funds), Family Offices, and Institutional Investors – primarily across India, with additional coverage of Singapore and UAE.

• Develop and nurture relationships with key intermediaries and referral sources, including Priority Banking Relationship Managers, Private Bankers, FI Sales teams, Sponsor Coverage teams, Law firms, Accounting Firms etc.

• Own the full sales cycle: prospecting, pitching, proposal development, commercial negotiation, and deal closure.

• Represent the company at industry events, conferences, and networking forums to build brand visibility and generate leads.



Work closely with operations and delivery teams to ensure smooth client onboarding and a robust handover post-sale.

• Maintain accurate CRM/sales MIS, forecast revenue, and provide regular reporting to leadership.

• Contribute to the go-to-market strategy for India and cross-border markets (Singapore, UAE).

• Consistently achieve or exceed annual revenue and new client acquisition targets.

QUALIFICATION & EXPERIENCE

• 7–10 years of sales and business development experience, ideally within fund administration, fund accounting, custody, wealth/private banking, institutional broking, or related financial/corporate services.

• Demonstrated track record of selling into Fund Managers, Family Offices, and Institutional Investors.

• Prior experience in a relationship-led sales role such as Priority Banking RM, Private Banker, FI Sales, or Sponsor Coverage is strongly preferred.

• Established network within the PE/VC, Family Office, and institutional investor ecosystem in India; familiarity with Singapore and/or UAE markets is an advantage.

• Bachelor's degree required; MBA, CFA, or CA qualification preferred.

• Strong communication, presentation, and negotiation skills, with the ability to engage confidently with senior stakeholders.

• Self-driven and entrepreneurial, comfortable operating in a target-driven environment.

• Willingness to travel within India and internationally (Singapore, UAE) as required.

Additional Details: Client & Market Focus

Primary clients: Fund Managers (PE/VC/Hedge Funds) and Family Offices.

Key stakeholders: Institutional Investors and HNIs, engaged through channels such as Priority Banking RMs, Private Bankers, FI Sales, Sponsor Coverage teams, Law firms and Accounting Firms.

Geographic focus: India (primary), with coverage of Singapore and UAE markets.

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