Company Description
Credence Strategies is a premier Realty Asset Management and Lifestyle Solutions enterprise dedicated to maximizing the value of real estate assets through strategic management, financial innovation, and technology integration. We specialize in end-to-end asset management and wealth advisory for NRI and High-Net-Worth Individual (HNI) clients globally. By blending traditional asset management with modern financial structuring, Credence Strategies transforms real estate into high-yield, liquid-oriented portfolio assets.
Learn more about us at www.thecredenc.com.
Role Description
We are seeking an ambitious, sharp, and market-savvy Business Development Manager (BDM) – Finance & Equity. This is a full-time, on-site role based in Tamil Nadu, India.
Leveraging your background in equity markets, broking, or wealth tech (e.g., experience at firms like Angel One, Zerodha, or IIFL), you will drive business development by identifying, evaluating, and structuring real estate equity deals and structured financing opportunities. You will serve as the bridge between capital markets and real estate assets, engaging with investors, HNIs, family offices, and institutional partners to pitch high-value asset monetization and equity management solutions.
Key Responsibilities
1. Market-Driven BD & Client Acquisition: Prospect, pitch, and build long-term relationships with HNI, NRI, and retail investor segments, leveraging capital market advisory techniques to position real estate as a strategic asset class.
2. Financial Modeling & Valuation: Conduct equity valuation, cash flow modeling, and risk assessments to structure compelling investment proposals and syndication deals.
3. Deal Structuring & Advisory: Help structure joint ventures, fractional ownership models,
and equity financing solutions tailored for real estate portfolios.
4. Stakeholder Management: Network with equity investors, financial institutions, private equity networks, and broking channels to source capital and expand company footprint.
5. Market Research & Portfolio Reporting: Track macro-economic indicators, capital market trends, and real estate yields to provide data-driven insights, client portfolio reports, and risk evaluations.
Qualifications
1. Core Financial Expertise: Strong command of financial analysis, equity valuation, market analysis, and investment modeling.
2. Market & Broking Experience: Background in Business Development, Equity Sales, Wealth Management, or Advisory from retail broking houses, stock market platforms, or investment firms (prior experience at Angel One or similar broking environments is a robust advantage).
3. Client Engagement: Proven track record in HNI/NRI client relationship management and explaining complex financial products to investors.
4. Analytical Proficiency: High comfort with financial tools, advanced spreadsheets, data analytics, and performance dashboards.
5. Capital & Real Estate Knowledge: Familiarity with capital market dynamics, transaction structuring, regulatory frameworks, and asset management principles.
6. Communication Skills: Outstanding verbal and written presentation skills to articulate value propositions to high-value clients and corporate partners.
7. Education: Bachelor’s or Master’s degree in Finance, Economics, Business, or quantitative fields. Professional certifications (NISM, CFA, CFP) are a plus.
Contact & How to Apply
Interested candidates are invited to submit their application or get in touch with our team directly:
Phone: +91 91500 67123 ; Email:
[email protected] ; Website: www.thecredenc.com
📌 BDM - Finance and Equity (Tamil Nadu)
🏢 Credence Strategies
📍 Tamil Nadu