Open Position
Be a part of an innovative team at the forefront of financial markets. We’re shaping the future of global trading, wealth management, and investment solutions.
Full Time
Mumbai
On-Site
2+ Years
This role owns the client relationship end-to-end: acquiring new clients and then managing and growing them. You will convert prospects across HNIs, family offices, wealth managers, advisors, NRIs, FPIs and institutions for the group's broking, Pledge+, PMS and GIFT City/IFSC offerings, and remain their primary point of contact thereafter.
The Marketing & Design Executive builds the prospect lists, runs the campaigns and produces the collateral; you take the qualified leads into calls, meetings and closure, and own the relationship after onboarding.
What you will do
Client acquisition
Work qualified leads from Marketing through calls, meetings, product walkthroughs and follow-up cadences to closure.
Build and manage a structured pipeline in the CRM with accurate deal-stage tracking.
Support investor acquisition for TradeAir's GIFT City / IFSC offerings, including its Category III AIF, within the scope of the relevant entity's registration.
Relationship management
Act as the single point of contact for your clients after onboarding: regular reviews, service coordination a,nd prompt resolution of queries.
Deepen wallet share by cross-selling across the group's offerings and identifying new needs.
Track client activity, retention and satisfaction; escalate risks early.
Partnerships and market presence
Develop relationships with wealth managers, RIAs, advisors and family-office professionals that can grow into distribution partnerships.
Represent the group at conferences, investor meetings and industry events.
Use AI tools (Claude, ChatGPT) for prospect research and personalized outreach; brief Marketing on collateral needed for specific pitches.
2–4 years in business development, relationship management, wealth or institutional sales, stockbroking or investment distribution. Existing relationships in the HNI, family-office or advisor ecosystem are an advantage.
Sound understanding of Indian equity and derivatives markets, broking and wealth products; working knowledge of PMS, AIFs and the NRI/FPI landscape.
Strong client-facing presence, negotiation and written communication; disciplined follow-up.
Comfortable with CRM tools, LinkedIn prospecting, Google Workspace and Keynote/PowerPoint.
Proficiency in macOS is essential.
Competitive base salary with performance-based bonuses.
Comprehensive health insurance and wellness programs.
Access to cutting-edge trading infrastructure and proprietary tools.
Opportunities for professional development and career advancement.
Collaborative and inclusive work environment.
We encourage you to apply if you are passionate about capital markets, enjoy building long-term relationships with investors and institutions, and thrive on converting market opportunities into measurable business growth.
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