Business Development Manager-Mehta Finvest

About Mehta FinvestMehta Finvest is a Mumbai-based wealth advisory practice. We build and manage long-horizon investment portfolios for individuals, families, and corporates across mutual funds, AIFs, PMS, and fixed income.
We are a small, research-led team. Advice is driven by the Sapient framework and our own analysis, not product push.

Role overviewThe Business Development Manager owns current client acquisition and AUM growth for Mehta Finvest.
This is a front-end, revenue-carrying role. You will build your own pipeline of HNI, NRI, and corporate prospects, run first meetings, and work with the founder to convert them into advisory relationships. You will also build portfolios and find, qualify, and win clients.

Key responsibilitiesClient acquisition
• Source and qualify HNI, NRI, family and corporate treasury prospects
• Run discovery meetings, present the advisory proposition, and close mandates
• Own the full cycle from first contact to onboarding and KYC completion

Channel and referral development
• Build referral relationships with CAs,



lawyers, bankers, insurance agents and existing clients
• Represent Mehta Finvest at industry events, society meetings and corporate forums
• Identify and pursue employer tie-ups for salaried SIP and treasury mandates

Pipeline discipline
• Maintain every prospect, interaction, and next step in the CRM
• Report weekly on pipeline stage, expected AUM, and conversion
• Flag stalled opportunities early with a recovery plan

Product and proposal support
• Hold a working knowledge of mutual funds, AIFs, PMS, SIF, bonds and SME or pre-IPO opportunities
• Prepare pitch decks, proposals, and comparative illustrations with the founder

Retention and account growth
• Conduct periodic reviews with assigned clients and surface top-up or wallet-share opportunities
• Collect testimonials and referrals from satisfied clients

Marketing support
• Feed field insight into LinkedIn content, carousels

📌 Business Development Manager (Mumbai)
🏢 Mehta FinVest
📍 Mumbai