Pagani Capital | Investment Advisor - Business Development | India Desk

? Mumbai, India | 2-5 Years Experience | Travel Across India

Pagani Capital is looking for an experienced Investment Advisor to join our Business develpopment team, India Desk and help build and expand our investor and partner network across India.

This is a business development focused role for a finance professional with strong knowledge of financial markets, investment products, and wealth management, combined with the ability to generate leads, open new relationships, convert opportunities, and build long term investor partnerships.

Key Responsibilities

- Drive B2B business development and investor acquisition through cold calling, LinkedIn, referrals, networking, and industry events.
- Build relationships with HNWIs, UHNWIs, family offices, wealth managers, financial advisors, intermediaries, and strategic partners.
- Generate, qualify, and convert new business opportunities and take ownership of the sales pipeline from prospecting to closure.
- Conduct investor and partner meetings and confidently present investment strategies, funds, and opportunities.
- Develop new distribution and referral channels across India.
- Maintain strong CRM discipline, follow ups, pipeline visibility, and business targets.
- Travel across India for investor,



partner, and business development meetings.

What We’re Looking For

- 2-5 years of experience in investment management, wealth management, private banking, financial advisory, investment distribution, or financial services.
- Mandatory experience handling or acquiring HNWIs/UHNWIs.
- Proven track record in B2B business development, cold calling, client acquisition, or investment distribution.
- Strong understanding of financial markets, investment products, portfolio concepts, and risk-return dynamics.
- Ability to confidently discuss investments with financially sophisticated clients and intermediaries.
- Excellent communication, presentation, negotiation, and relationship management skills.
- Strong commercial mindset, target orientation, and follow up discipline.
- Willingness to travel extensively across India.

Ideal Profile A finance skilled with a strong business development mindset someone who can understand and communicate investments credibly, while also being comfortable with prospecting, cold calling, presenting, negotiating, closing, and building long term relationships.

? Apply: [email protected]

Subject: Application - Investment Advisor | India Desk

📌 Investment Advisor (India)
🏢 Pagani Capital
📍 India