Role & responsibilities

- Generate qualified leads for investment banking, fintech, and financial advisory services.

- Develop and maintain strong relationships with corporate clients, HNI clients, investors, and institutional partners.

- Drive B2B business development, corporate sales, client acquisition, and revenue generation.

- Identify potential business opportunities through networking, referrals, industry contacts, and market connections.

- Provide financial advisory support and assist clients with suitable financial solutions.

- Perform financial calculations, prepare business proposals, financial reports, and client presentations.

- Conduct market research (Market R&D;) to identify industry trends, competitors, investment opportunities, and potential clients.

- Build and maintain a strong skilled network with corporate decision-makers, business owners, investors, and financial institutions.

- Coordinate with internal teams for client meetings, documentation, deal execution, and relationship management.

- Track leads, manage the sales pipeline, follow up with prospective clients, and achieve business targets.





Preferred candidate profile

- Strong communication, negotiation, networking, and relationship-building skills.

- Experience in investment banking, fintech, corporate sales, B2B sales, or financial advisory.

- Good connections within the corporate, financial services, and investment markets.

- Knowledge of HNI client acquisition, financial products, capital markets, and business development.

- Proficiency in financial calculations, MS Excel, market analysis, and business reporting.

- Strong analytical, research, presentation, and problem-solving abilities.

Role: BFSI, Investments & Trading - Other, Industry Type: FinTech / Payments, Department: BFSI, Investments & Trading, Employment Type: Full Time, Permanent Role Category: BFSI, Investments & Trading - Other Education UG: Any Graduate PG: CA in Any Specialization, MBA/PGDM in Finance, M.Com in Commerce Key Skills Skills highlighted with ‘‘ are preferred keyskills BondsB2B Corporate SalesAdvisory Fixed IncomeInvestment Management

📌 Investment Advisor (Mumbai)
🏢 Digifinn
📍 Mumbai