Job DescriptionThis role owns the client relationship end-to-end: acquiring new clients and then managing and growing them. You will convert prospects across HNIs, family offices, wealth managers, advisors, NRIs, FPIs and institutions for the group's broking, Pledge+, PMS and GIFT City/IFSC offerings, and remain their primary point of contact thereafter.

The Marketing & Design Executive builds the prospect lists, runs the campaigns and produces the collateral; you take the qualified leads into calls, meetings and closure, and own the relationship after onboarding.

Principal ResponsibilitiesWhat you will do

Client acquisition

- Work qualified leads from Marketing through calls, meetings, product walkthroughs and follow-up cadences to closure.
- Build and manage a structured pipeline in the CRM with accurate deal-stage tracking.
- Support investor acquisition for TradeAir's GIFT City / IFSC offerings, including its Category III AIF, within the scope of the relevant entity's registration.

Relationship management

- Act as the single point of contact for your clients after onboarding: regular reviews, service coordination a,nd prompt resolution of queries.
- Deepen wallet share by cross-selling across the group's offerings and identifying new needs.
- Track client activity, retention and satisfaction; escalate risks early.

Partnerships and market presence





- Develop relationships with wealth managers, RIAs, advisors and family-office professionals that can grow into distribution partnerships.
- Represent the group at conferences, investor meetings and industry events.
- Use AI tools (Claude, ChatGPT) for prospect research and personalized outreach; brief Marketing on collateral needed for specific pitches.

Job Requirements
- 2–4 years in business development, relationship management, wealth or institutional sales, stockbroking or investment distribution. Existing relationships in the HNI, family-office or advisor ecosystem are an advantage.
- Sound understanding of Indian equity and derivatives markets, broking and wealth products; working knowledge of PMS, AIFs and the NRI/FPI landscape.
- Strong client-facing presence, negotiation and written communication; disciplined follow-up.
- Comfortable with CRM tools, LinkedIn prospecting, Google Workspace and Keynote/PowerPoint.
- Proficiency in macOS is essential.

Compensation & BenefitsCompetitive base salary with performance-based bonuses.
- Comprehensive health insurance and wellness programs.
- Access to cutting-edge trading infrastructure and proprietary tools.
- Opportunities for career development and career advancement.
- Collaborative and inclusive work environment.

📌 Business Development Executive (Mumbai)
🏢 Pashupati Capital Services
📍 Mumbai