1.

JOB PURPOSE The Business Development Associate is responsible for generating and qualifying leads, acquiring new clients, developing client relationships and contributing to the business growth of Kyzen Research. The role requires strong communication, disciplined follow-up, effective lead management and professional client interaction. 2.

KEY RESPONSIBILITIES Lead Generation & Business Development • Generate prospective client leads through approved channels, outbound calls, inbound enquiries, campaigns and referrals.

- Understand prospect requirements, introduce relevant company services and maintain a healthy pipeline of qualified leads.
- Conduct systematic follow-ups, client meetings and conversion activities to achieve assigned acquisition and revenue targets.

Client

Acquisition & Relationship Management • Build qualified relationships with prospective and existing clients and support a smooth client onboarding experience.

- Maintain regular client communication, address routine queries and re-engage inactive prospects or clients.
- Coordinate with internal teams for timely resolution of service requests and escalations. Sales, CRM & Reporting • Work towards assigned monthly and quarterly business-development targets.
- Maintain accurate CRM records for leads, calls, meetings, follow-ups, conversion status and next actions.
- Prepare daily/weekly activity reports and participate in sales and performance-review meetings.

Internal

Coordination • Coordinate with Research, Operations, Compliance, Marketing and other teams as required.

- Escalate complaints,



investment-related queries and sensitive matters to the appropriate authorised function/person. 4.

REQUIRED SKILLS • Strong verbal and written communication skills • Business development, telecalling, lead conversion and relationship-management capability • Negotiation, persuasion and disciplined follow-up skills • Target orientation and ability to work in a performance-driven environment • Basic understanding of financial markets and investment products • CRM proficiency and working knowledge of MS Office / Google Workspace • Professional, ethical and client-focused approach 5.

QUALIFICATION & EXPERIENCE Qualification: Graduate in any recognised discipline. Commerce, Finance, Business Administration, Economics or related backgrounds may be preferred.

Experience: Relevant experience in business development, sales or a client-facing role will be preferred. Candidates with experience in financial services, stock broking, wealth management, investment research, banking, fintech, insurance or similar client-facing roles will be preferred.

- PREFERRED CANDIDATE PROFILE The ideal candidate should be confident in communicating with prospective clients, comfortable with outbound calling and follow-ups, capable of working against defined business targets, and interested in building a career in financial services. The candidate should demonstrate integrity, professionalism, discipline, client orientation and a willingness to learn about financial markets and Kyzen Research's services.

📌 Business Development Executive (Mumbai)
🏢 Kyzen Research
📍 Mumbai