27 Aug
|
Gauvik Wealth Management
|
Hyderabad
27 Aug
Gauvik Wealth Management
Hyderabad
Company Description Gauvik Wealth Management is a SEBI-registered Portfolio Management Service firm focused on creating meaningful financial impact for clients. The organization believes wealth serves a purpose beyond numbers and works to help clients grow, preserve, and share their legacy intentionally. Using disciplined investment strategies and insight-driven research, Gauvik designs portfolios aimed at long-term value creation. The firm combines rigorous analysis with a human, relationship-centered approach to transform investments into instruments of positive change for clients and their communities.
Role Description This is a full time Business Development Executive role based in Hyderabad, structured as a hybrid position with a mix of in-office and work-from-home responsibilities. The Business Development Executive will identify and pursue new business opportunities, build and maintain qualified lead pipelines, and support revenue growth for Gauvik Wealth Management. Daily activities include prospecting potential clients, conducting outreach via calls, emails, and meetings,
and presenting Gauvik’s portfolio management and wealth solutions in a clear and consultative manner. The role also involves managing ongoing client accounts, coordinating with investment and operations teams to ensure a smooth onboarding experience, and tracking business development metrics to refine strategies. The Business Development Executive will be expected to maintain accurate records in CRM tools, stay updated on market trends and regulatory developments, and represent the firm professionally at client meetings and industry events.
Qualifications
Strong new business development and lead generation skills, with experience identifying, qualifying, and converting prospects into long-term clients.
Business acumen and understanding of financial or wealth management services, with the ability to align client needs to Gauvik’s portfolio offerings.
Excellent communication skills, includin
📌 Business Development Executive (Hyderabad)
🏢 Gauvik Wealth Management
📍 Hyderabad