Job Title: (AVP) Business Development Manager / Sales , Strategy & Office of the CBO
Location: Mumbai
Department: Business Development & strategy
Role Overview
We are seeking a strategic, results-driven Business Development professional to join
our KFinTech-Ascent team. The role drives adoption of technology platforms and
operational solutions for the asset and wealth management industry, including
Alternative Investment Funds (AIF), private mandates, pension solutions and other
institutional segments.
The ideal candidate will independently identify and convert opportunities in Indian and
global markets, and will also work closely with the Chief Business Officer and within the
CBO office on business strategy. The role requires someone who can collaborate
across lines of business (LOBs) and position our integrated offerings, such as fund
administration, investor servicing and digital platforms, as market-leading solutions.
Key Responsibilities
Strategy & Office of the CBO

Work closely with the CBO on growth strategy, market prioritisation, and annual and quarterly business plans.
Operate as part of the CBO office, supporting strategic initiatives, performance reviews, senior management reporting and cross-functional programmes.
Translate market intelligence and pipeline insights into actionable
recommendations for senior leadership.
Cross-LOB Collaboration

Work across LOBs and collaborate with business line heads to drive cross-sell,
joint client approaches and integrated solution offerings.

Align sales efforts, pipeline reviews and go-to-market plans across business lines to expand wallet share with existing clients.
Client Engagement & Relationship Management





Act as the primary point of contact for asset managers, wealth managers and pension fund clients.

Build and maintain strong relationships across the client lifecycle, ensuring satisfaction and retention.
Business Development & International Sales

Independently identify, source and develop new business across Indian and global markets, including international and GIFT City opportunities.
Design and execute sales strategies to penetrate recent markets and grow with existing clients.

Generate leads through networking, industry events and market research.
Stay current on market developments, regulatory changes and ecosystem partnerships to uncover strategic opportunities.
Product & Platform Advocacy

Position technology platforms (order management, fund accounting, investor servicing, digital onboarding) as key differentiators.

Collaborate with product teams to tailor solutions to client needs and market trends.
Coordination & Execution

Lead client meetings, presentations and product demos for platform and fund
administration solutions.

Work with internal teams (operations, product, compliance) to ensure seamless onboarding and service delivery.
Market Intelligence & Strategic Insights
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Track global and domestic regulations, market trends and competitor offerings across AIF, PMS,



wealth management and pension sectors.
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Provide actionable insights to shape business strategy and product positioning.
Sales & Revenue Growth
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Achieve sales targets and contribute to overall revenue objectives.
Prepare and deliver compelling proposals and pitch decks tailored to client needs.
Required Skills & Attributes
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Robust communication and presentation skills, with the ability to influence senior decision-makers.
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Proven experience in business development or client relationship roles in financial services, preferably asset/wealth management technology or fund administration.

Experience in international sales or business development, with exposure to global clients and markets.
Strong understanding of capital markets, investment operations, regulations and technology platforms.
Strategic mindset, with the ability to work closely with senior leadership and within a management office environment.
Ability to work across LOBs and collaborate effectively with multiple
stakeholders and business lines.
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Ability to work independently, source leads and close deals.
Excellent networking skills and a proactive approach to building industry
connections.
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High level of professionalism, integrity and client-centric mindset.
Profficiency in MS Office and familiarity with CRM tools.
Preferred Qualifications
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Graduate/Postgraduate in Finance, Technology or Business Administration, or CA
/ CFA or a related qualication.
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8+ years of experience in asset management, wealth management, pensions or alternative investment technology solutions.

📌 AVP -Business Development / Sales, Strategy & Office of CBO (Mumbai)
🏢 KFin Technologies
📍 Mumbai