BUSINESS DEVELOPMENT ASSOCIATEGrowVest Advisors Private Limited
Position: Business Development Associate
Department: Business Development / Client Acquisition
Location: Mumbai / Hybrid
Experience: 1–3 years
Employment Type: Full-Time
About GrowVest
GrowVest is a growing financial advisory and wealth management company built around a simple philosophy:
“First Grow and then Invest with us.”
We believe wealth is not just about returns, investments or numbers. It is about helping clients consciously align their money with their life goals, aspirations, responsibilities and bucket list.
As a Conscious Wealth Partner, GrowVest works with clients across investments, wealth creation, insurance and financial solutions.
Role Overview
We are looking for a Business Development Associate who is passionate about building relationships, understanding client needs and creating new business opportunities.
The individual will be responsible for identifying prospective clients, generating leads, conducting initial client conversations, developing relationships and converting qualified prospects into GrowVest clients.
This role is ideal for someone who enjoys sales, networking, financial products and relationship building and wants to build a long-term career in wealth management.
Key Responsibilities1. Business Development
- Identify and generate new business opportunities through:
- Personal networking
- References and referrals
- Cold calling
- Digital leads
- Existing client references
- Professional networks
- Corporate and community networks
- Build and maintain a strong prospect pipeline.
- Regularly follow up with prospective clients and convert opportunities into business.
- Develop new sources of business and referral networks.
2. Client Acquisition
- Understand the financial needs, aspirations and goals of prospective clients.
- Conduct initial discussions with clients and identify their requirements.
- Introduce GrowVest’s financial solutions in a simple and professional manner.
- Schedule meetings between prospective clients and the advisory team wherever required.
- Assist in converting prospects into long-term GrowVest clients.
3. Financial Products
The candidate will be expected to develop business across GrowVest’s key offerings, including:
- Mutual Funds
- SIPs
- Lump-sum Investments
- Portfolio Management Services (PMS)
- Life Insurance
- Health Insurance
- Motor Insurance
- Trading / Investment Accounts
- Loans and other financial solutions
Note: Product recommendations and investment decisions will be made in accordance with GrowVest’s advisory process and applicable regulatory requirements.
4. Relationship Management
- Maintain regular communication with prospects and clients.
- Understand changing client requirements and identify opportunities for additional solutions.
- Build trust-based, long-term relationships rather than focusing only on transactional sales.
- Coordinate with the internal operations and service team to ensure a smooth client experience.
5. Sales & Revenue Responsibility
- Achieve monthly business and revenue targets assigned by the management.
- Maintain a healthy sales pipeline.
- Track leads from first contact to conversion.
- Maintain accurate records of client interactions and business opportunities.
- Participate in client meetings, networking events and business development activities.
Candidate Profile
We are looking for someone who is:
- Client-first and relationship-oriented
- Confident in communication and presentation
- Comfortable with sales and business development
- Self-motivated and target-oriented
- Good at networking and creating new relationships
- Able to understand basic financial products
- Professional in appearance and communication
- Comfortable working independently as well as with a team
- Interested in building a long-term career in financial services
Qualification & Experience
Preferred Qualification:
- Graduate in any discipline
- MBA / PGDM in Finance or Sales & Marketing will be an advantage
Experience:
- 1–3 years of experience in sales, business development, banking, financial services, insurance, wealth management or related industries.
- Candidates with experience in acquiring clients for financial products will be preferred.
Key Performance Indicators (KPIs)
The candidate will be evaluated on:
- New leads generated
- Qualified prospects created
- Client meetings conducted
- New clients acquired
- Monthly business/revenue generated
- SIP and investment business sourced
- Insurance business sourced
- AUM / investment assets acquired
- Referral generation
- Client relationship and retention
What GrowVest Offers
- Opportunity to work with a growing financial advisory brand.
- Exposure to multiple financial and wealth management products.
- Performance-driven incentive structure.
- Opportunity to develop a strong client network.
- Learning and growth opportunities in wealth management.
- Opportunity to work directly with the leadership team.
- A platform to build a long-term career in financial advisory and wealth management.
Our Expectations
At GrowVest, we believe that good business is built on trust, not pressure.
We expect every Business Development Associate to:
Understand before recommending.
Educate before selling.
Build relationships before chasing numbers.
Put the client first.
The objective is not simply to sell a financial product, but to become a trusted part of the client's financial journey.
GrowVest Philosophy
Your Goals. Your Money. Your Life.
GrowVest – Your Conscious Wealth Partner.
Pay: ₹30,000.00 - ₹40,000.00 per month
Benefits:
- Cell phone reimbursement
- Food provided
- Internet reimbursement
Experience:
- Banking and NBFC domain: 1 year (Required)
Work Location: In person
