Job Description
This 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