We're Hiring: Business Development Associate – Financial Products Distribution
Employment Type: Full-time
About Devmani
Devmani is a growing financial services firm focused on helping individuals and businesses build long-term wealth through a comprehensive range of financial products. Supported by Wealthh.in, our digital wealth platform, we combine technology with personalized advice to deliver a seamless investment experience.
About the Role
We are looking for a results-driven Business Development Associate to accelerate the distribution of financial products and drive Assets Under Management (AUM) growth. The ideal candidate will have experience in financial product sales, relationship management, and business development, with a passion for helping clients achieve their financial goals.
Key Responsibilities
- Drive AUM growth by acquiring new clients and deepening relationships with existing investors.
- Promote and distribute Mutual Funds, SIFs, Insurance, Loans, Fixed Income products, and other investment solutions. With a key focus on Mutual funds and SIF
- Build and manage relationships with retail investors, HNIs, corporates, referral partners, MFDs, and IFAs.
- Identify opportunities for SIPs, portfolio consolidation, insurance, and lending solutions.
- Generate qualified leads through referrals, partnerships, events, and digital initiatives.
- Conduct client meetings, investor awareness sessions, and financial planning discussions.
- Leverage Wealthh.in to provide a seamless digital onboarding and investment experience.
- Maintain an active sales pipeline and CRM while working closely with operations and marketing teams.
- Consistently achieve monthly and quarterly targets for AUM growth, revenue, and client acquisition.
Requirements
- Bachelor's degree in Commerce, Finance, Business Administration, Marketing, or a related field.
- 1–5 years of experience in wealth management, banking, NBFCs, insurance, fintech, or financial product distribution.
- Proven experience selling or distributing Mutual Funds, SIPs, Insurance, Loans, Fixed Income, or other financial products.
- Demonstrated track record of client acquisition, relationship management, and achieving sales or AUM growth targets.
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently while leading and mentoring junior team members.
- NISM, IRDAI, or other relevant financial certifications are preferred.
What We Offer
- Competitive salary with attractive performance-based incentives
- Opportunity to work across a broad range of financial products.
- Early leadership responsibility, including mentoring interns.
- Career growth in a technology-enabled financial services business backed by Wealthh.in.
Pay: From ₹30,000.00 per month
Work Location: Hybrid remote in Mumbai, Maharashtra (Mumbai, Mumbai Suburban District)
