Role Overview The Manager will be responsible for building, managing, and scaling a high-quality distribution network of family offices, HNI & UHNI investors and partners for the company’s investment products. This role combines current investor acquisition with long-term relationship management, ensuring repeat investments, portfolio expansion, and sustained revenue growth through existing and new investors and distribution partners.

Key Responsibilities: Client Relationship Management: Maintain strong, ongoing relationships with existing investors and distribution partners. Enable repeat investments, portfolio scaling, and cross-selling through proactive engagement and performance updates. Act as a single point of contact for key investors, ensuring high trust and retention.

Investor





Acquisition & Revenue Growth Drive new investor acquisition for company products and allied investment offerings. Develop access to private capital pools via wealth managers, IFAs, RIAs, and strategic distribution partners. Enable capital origination through direct engagement with select private clients, UHNIs, and family offices. Structure investor pitches, explain product mechanics, risk-return profiles, and holding structures in a clear, compliant, and credible manner. Own revenue targets across new inflows, repeat investments, and upsell opportunities.

Kolkata LOCATION SEND CV

Pay: ₹40,000.00 - ₹70,000.00 per month

Work Location: In person

📌 Business development manager-bfsi industry (Kolkata)
🏢 Exzeo Software
📍 Kolkata