Sales & Business Development Manager – Fund Administration & Corporate Services

nExperience - 7-10 yrs

nLocation - Bangalore/Mumbai

nMANDATORY REQUIREMENTS

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

n• 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.

n• 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.

nJOB ROLES & RESPONSIBILITIES

n• 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).

n• Build and manage a robust 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.

n• 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.

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

n• 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 strong handover post-sale.

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

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

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

nQUALIFICATION & EXPERIENCE

n• 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.

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

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

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

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

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

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

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

nAdditional Details: Client & Market Focus

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

nKey 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.

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

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