Role & responsibilities
Generate qualified leads for investment banking, fintech, and financial advisory services.
Develop and maintain robust relationships with corporate clients, HNI clients, investors, and institutional partners.
Drive B2B business development, corporate sales, client acquisition, and revenue generation.
Identify potential business prospects 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 robust professional 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.
Valuable 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.

📌 Investment Advisor Bangalore Rural
🏢 Digifinn
📍 Bangalore Rural