Company Description Money Lancer Investments Pvt. Ltd. is a wealth management and financial services company offering comprehensive investment and financial solutions. With over 450 Crore rupees in Assets Under Management, the firm focuses on delivering sophisticated investment advice and broad access to India’s financial system.

Over the past 13 years, Money Lancer has built diversified verticals across Mutual Funds, Insurance, Fixed Income, Loans, and other allied products. The company is building a modern, internet-driven platform aimed at re-architecting the investment industry for a new generation of investors. Team members join a mission-driven organization that empowers individuals and businesses on their journey toward sustainable wealth creation and financial success.

Role Description The Business Development Manager is a full-time, on-site role based in the Pune Division. This role is responsible for identifying and developing new business opportunities across Money Lancer’s product verticals, including mutual funds, insurance, loans, and other investment solutions. Daily responsibilities include prospecting and meeting potential clients, understanding their financial needs, and presenting appropriate solutions in line with company offerings.

The role involves maintaining and growing relationships with existing clients, coordinating with internal teams to ensure smooth onboarding and service delivery, and tracking sales performance against targets.

The Business Development





Manager also conducts market research, participates in promotional activities, and provides feedback to leadership on product and process improvements to drive growth.

Qualifications

- Proven experience in business development, sales, or relationship management within financial services, wealth management, or related sectors.
- Strong client acquisition and retention skills, including prospecting, networking, and consultative selling.
- Solid understanding of investment and financial products such as mutual funds, insurance, loans, and fixed income instruments.
- Excellent communication, negotiation, and presentation skills, with the ability to explain complex financial concepts clearly.
- Ability to work toward defined sales and revenue targets, using analytical skills to track performance and identify opportunities.
- Comfort collaborating with cross-functional teams (operations, customer service, marketing) to ensure high-quality client experiences.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in financial services or wealth management are an advantage.
- Robust ethical standards, customer-centric mindset, and commitment to long-term client relationships.
- Proficiency with CRM tools and basic MS Office applications for managing pipelines, reporting, and documentation.
- Prior experience in the Pune market or familiarity with regional client segments is beneficial.

📌 Business Development Manager (Pune)
🏢 Money Lancer Investments
📍 Pune