Business Development & Client Acquisition

• Acquire HNIs, family offices, institutional investors, corporates, NRIs, FPIs, wealth managers and financial intermediaries.

• Conduct client meetings, presentations and product demonstrations; build a structured pipeline and drive opportunities to closure.

• Develop long-term relationships and identify cross-selling opportunities across the group's offerings.

Distribution & Partnership Development

• Build relationships with wealth managers, RIAs, financial advisors, family-office professionals, distributors and research advisors.

• Develop partnerships that can scale into distribution channels, in India and across the NRI/FPI ecosystem.

• Represent the group at industry conferences, investor events and market forums.

GIFT City / IFSC & Alternative Investments

• Develop business around the GIFT City / IFSC and international market offerings of TradeAir (IFSC) Pvt. Ltd.

• Support investor acquisition for Category III AIF and alternative investment offerings.

• Track IFSCA, AIF, PMS and wealth-management developments and identify commercial opportunities.

• All outreach to NRI, FPI and international investors must be conducted in line with applicable Indian, IFSCA and host-jurisdiction regulations, and within the scope of the relevant entity's registration.

Digital Lead Generation

• Build targeted prospect lists and run structured outreach campaigns via LinkedIn, email and other digital channels.

• Design segment-specific campaigns for HNIs, family offices, wealth managers, NRIs, FPIs and advisors; measure effectiveness.

• Maintain a disciplined funnel from prospecting through to closure.

AI-Powered Marketing & Sales Collateral

We want someone who uses technology to operate significantly faster than a traditional BD executive — using tools such as Claude, ChatGPT, Canva and Figma to:

• Build pitch decks, investor presentations, one-pagers and brochures.

• Produce market updates, infographics and client communication.

• Draft personalised prospecting emails and LinkedIn outreach, and research prospects before meetings.

• Rapidly customise collateral for different client segments.

The objective is not simply writing with AI — it is improving the speed, quality, personalisation and scale of the entire business-development process.