Job Description

1. JOB PURPOSE

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The Business Development Associate is responsible for generating and qualifying leads, acquiring new clients, developing client

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relationships and contributing to the business growth of Kyzen Research. The role requires strong communication, disciplined

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follow-up, effective lead management and professional client interaction.

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2. KEY RESPONSIBILITIES

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Lead Generation & Business Development

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- Generate prospective client leads through approved channels, outbound calls, inbound enquiries, campaigns and referrals.
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- Understand prospect requirements, introduce relevant company services and maintain a healthy pipeline of qualified leads.
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- Conduct systematic follow-ups, client meetings and conversion activities to achieve assigned acquisition and revenue targets.
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Client Acquisition & Relationship Management

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- Build professional relationships with prospective and existing clients and support a smooth client onboarding experience.
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- Maintain regular client communication, address routine queries and re-engage inactive prospects or clients.
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- Coordinate with internal teams for timely resolution of service requests and escalations.
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Sales, CRM & Reporting

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- Work towards assigned monthly and quarterly business-development targets.
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- Maintain accurate CRM records for leads, calls, meetings, follow-ups, conversion status and next actions.
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- Prepare daily/weekly activity reports and participate in sales and performance-review meetings.
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Internal Coordination

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- Coordinate with Research, Operations, Compliance,



Marketing and other teams as required.
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- Escalate complaints, investment-related queries and sensitive matters to the appropriate authorised function/person.
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4. REQUIRED SKILLS

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

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

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Experience: Relevant experience in business development, sales or a client-facing role will be preferred.

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Candidates with experience in financial services, stock broking, wealth management, investment research, banking, fintech, insurance or similar client-facing roles will be preferred.

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6. PREFERRED CANDIDATE PROFILE

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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