Business Development Manager (Financial Services)

Company Description Khazana Associates is a client-centric financial and legal services firm supporting individuals and organizations in achieving long-term security and success. The company offers integrated solutions across investment advisory, legal services, tax consultancy, estate planning, and stock trading. Its investment services focus on financial planning and wealth management through products such as mutual funds, PMS, fixed deposits, and bonds. Khazana Associates also provides tailored legal documentation support, trusted tax advisory, and specialized estate planning with empaneled partners, while enabling accessible equity trading as a registered member of NSE and BSE. Team members join a mission-driven environment committed to empowering clients with clear guidance and compliant, results-oriented solutions.

Role Description This is a full-time, on-site Business Development Manager (Financial Services) role based in Gurgaon. The role involves identifying and developing new business opportunities across investment, tax, legal, and estate planning services, building strong relationships with prospective and existing clients, and expanding Khazana Associates market presence. The Business Development Manager will conduct client meetings, understand financial and legal needs, propose appropriate service offerings, and coordinate with internal teams to ensure smooth onboarding and delivery. Responsibilities include managing a sales pipeline, preparing proposals and presentations, collaborating on marketing campaigns, and tracking performance metrics and revenue targets. The role also requires staying updated on financial products, regulatory changes, and market trends to provide informed guidance and maintain a consultative approach.

Qualifications

• Strong business development, sales, and client relationship management skills, with the ability to identify opportunities and close deals.
• Knowledge of financial products and services, such as mutual funds, bonds, portfolio management, tax advisory, and basic stock market concepts.
• Proficiency in communication, negotiation, and presentation, with the ability to explain complex financial and legal concepts in clear, accessible language.
• Experience in financial services, wealth management, or related professional services; prior exposure to legal or tax consultancy is an advantage.
• Ability to work independently, manage multiple priorities, and meet revenue and growth targets in a fast-paced environment.
• Bachelors degree in Finance, Business, Economics, or a related field; an MBA or relevant professional certifications (e.g., NISM, CFP) are preferred.
• Comfort using CRM tools, MS Office, and digital platforms for reporting, client follow-ups, and market research.
• High ethical standards, attention to detail, and a client-focused mindset aligned with regulatory compliance and long-term relationship building.