Job DescriptionThis role owns the client relationship end-to-end: acquiring current 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 In

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