Business Development Manager

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Job Title: Business development Manager/ Key account Manager

Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata

Job type: Full time, On site

About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals

1. BFSI Solutions

2. KYC and background check Solutions

3. AI Solutions

Key Responsibilities

•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company

•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.

•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry

•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business

•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively

Must have work Experience

• Ability of customer facing Business-to-Business and Client Acquisition.
• Previously handled clients from technology & BFSI sector
• Understanding of channel operating models and conflict resolution.
• Prior experience from Bank or Fintech Industry background.

Qualification & Functional Skills

•Graduate in any stream

•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends

•Ability to develop and conduct effective presentations with decision makers.

•Impact & Influence

•Need for Achievement (nAch)

•Building Relationships & Networking

•Willing to work in a high-pressure & changing sales setup

•Excellent verbal and written communication skills

•Good MS Power-Point and MS-Excel skills

For more visit www.timbleglance.com