Business Development Executive

Company Description Gauvik Wealth Management is a SEBI-registered Portfolio Management Service firm focused on creating meaningful financial impact for clients. The organization believes wealth serves a purpose beyond numbers and works to help clients grow, preserve, and share their legacy intentionally. Using disciplined investment strategies and insight-driven research, Gauvik designs portfolios aimed at long-term value creation. The firm combines rigorous analysis with a human, relationship-centered approach to transform investments into instruments of positive change for clients and their communities.

Role Description This is a full-time Business Development Executive role based in Hyderabad, structured as a hybrid position with a mix of in-office and work-from-home responsibilities. The Business Development Executive will identify and pursue new business opportunities, build and maintain qualified lead pipelines, and support revenue growth for Gauvik Wealth Management. Daily activities include prospecting potential clients, conducting outreach via calls, emails, and meetings, and presenting Gauvik's portfolio management and wealth solutions in a clear and consultative manner. The role also involves managing ongoing client accounts, coordinating with investment and operations teams to ensure a smooth onboarding experience, and tracking business development metrics to refine strategies. The Business Development Executive will be expected to maintain accurate records in CRM tools, stay updated on market trends and regulatory developments, and represent the firm professionally at client meetings and industry events.

Qualifications

• Strong new business development and lead generation skills, with experience identifying, qualifying, and converting prospects into long-term clients.
• Business acumen and understanding of financial or wealth management services, with the ability to align client needs to Gauvik's portfolio offerings.
• Excellent communication skills, including clear verbal, written, and presentation abilities for client-facing interactions and internal collaboration.
• Account management capabilities, including relationship-building, client retention, and delivering consistent, high-quality service.
• Bachelor's degree in Business, Finance, Economics, or a related field; relevant certifications in wealth management or financial services are an advantage.
• Prior experience in business development or sales within financial services, investment advisory, or related sectors preferred.
• Proficiency with CRM systems, MS Office tools, and basic data analysis to track leads, opportunities, and performance metrics.
• Self-motivated, organized, and able to work effectively in a hybrid environment, balancing field meetings with remote work.