Business Development Associate

About Vested

• At Vested, we are on a mission to make global investing accessible. We provide seamless access to a wide range of international assets - including US Stocks & ETFs, Global Mutual Funds, Private Markets and Managed Portfolios.
• Since 2019, we've empowered over 4 lakh Indian investors to diversify globally and build smarter, future-ready portfolios. With ₹15,000 Cr+ in Assets Under Management, Vested is now a thriving and fast-growing community of global investors.
• We believe in constantly challenging the status quo and creating products that people never had access to.

About the Role

• We are looking for a Business Development Associate to support the growth of our Institutional Global Investing business.
• The role will focus on building and managing relationships with Relationship Managers (RMs) across leading bank-broker partners. The individual will play a key role in driving business growth by enabling RMs, increasing client participation, and supporting the execution of business initiatives across partner networks.
• This is a highly relationship-driven role that combines stakeholder management, business development, field engagement, and execution. The candidate will work closely with senior business leaders, Branch Managers, Relationship Managers and gain exposure to one of the fastest-growing segments within the financial services industry.

Responsibilities

• Build and maintain strong relationships with Relationship Managers
• Support RM education through training sessions, webinars, and business updates.
• Act as a key point of contact for RMs, ensuring timely resolution of queries and seamless support.
• Drive growth in client acquisition, account activation, and funding through partner distribution channels.
• Track lead pipelines and conversion metrics to improve business performance.
• Support the execution of regional and our partner branch-level initiatives aimed at increasing Global Investing adoption.
• Monitor key business metrics including leads, account openings, funding, activation, and revenue.
• Work closely with Operations, Product, Compliance, Marketing, and Technology teams to ensure smooth execution.

Requirements

• 2+ years of experience in Business Development, Relationship Management, Wealth Management, Banking, Financial Services, Fintech, or Institutional Sales.
• Strong interpersonal and relationship-building skills.
• Excellent communication and stakeholder management abilities.
• Comfortable engaging with large RM networks and partner stakeholders.
• Strong analytical skills with proficiency in Excel and PowerPoint.
• Ability to manage multiple priorities and work in a fast-paced environment.
• High ownership mindset with strong execution capabilities.
• Passionate about investing in general.
• Willing to travel to partner locations across Chennai and to other states for business requirements.