Position: Associate - Client Relations & Business Development

Location: Bangalore

Experience: 0–3 years

Qualification: BBA / B.Com

About the Role

We are looking for a motivated and client-oriented skilled to join Zvest Financial Services LLP as an Associate – Client Relations & Business Development.

The role will involve working closely with the Partners of the firm, interacting with clients and prospects, supporting business development initiatives, managing a set of client relationships, and coordinating with various financial institutions and other relevant entities to ensure seamless end-to-end execution of client requirements.

Key Responsibilities

- Work closely with and shadow the Partners of the firm to coordinate client servicing and business development.
- Interact with existing and prospective clients through meetings, calls and other communication channels.
- Schedule and coordinate client and prospect appointments.
- Support the Partners in business development and sales initiatives.
- Develop and maintain corporate relationships and corporate tie-ups.
- Manage and maintain a designated set of client relationships.
- Understand client requirements and coordinate with relevant entities such as AMCs, registrars, banks, insurance companies and other service providers for end-to-end closure of client requirements.
- Ensure timely follow-up and prompt resolution of pending client-related matters.
- Maintain proper records and follow-ups for client interactions, business opportunities and ongoing requirements.




- Use AI tools and technology effectively to improve productivity, research, communication and client servicing.
- Contribute to achieving the firm's business development and sales objectives.

Skills & Attributes Required

- Hardworking, proactive and willing to take ownership.
- Excellent written and verbal communication skills.
- Strong interpersonal and client-handling skills.
- High level of promptness and responsiveness towards work and client requirements.
- Ability to coordinate with multiple stakeholders and follow through until completion.
- Comfortable with sales, relationship management and business development.
- Good working knowledge and willingness to learn AI tools and technology.
- Ability to work closely with senior professionals and learn on the job.
- Two-wheeler driving licence and ability to drive a two-wheeler preferred.

Qualification BBA / B.Com

Working Hours

- Monday to Friday: 9:30 AM – 6:00 PM
- Saturday: 10:00 AM – 1:30 PM

Leave & Holidays

- 12 days of leave per year
- 12 office holidays per year

Work Location

- Manyata Business Park. There is no “work from home” provision for this role

What the Role Offers

This role provides an opportunity to work closely with the Partners of a boutique wealth management firm and gain hands-on exposure to client management, business development, wealth management operations and the broader financial services ecosystem.

The candidate will have significant opportunities to learn, take ownership and grow with the firm.

📌 Client Relations and Business Development (Bengaluru)
🏢 Zvest Financial Services
📍 Bengaluru