Devdort

About the Opportunity A fast-evolving leader in the BFSI (Banking, Financial Services &amp; Insurance) sector, we empower institutional clients and enterprise investors with tailored capital solutions, wealth structuring, and strategic funding advisory. Operating at the intersection of corporate finance and high-net-worth wealth, our team builds long-term, trust-based relationships that drive portfolio growth, liquidity optimization, and market resilience for clients across Tier 1 and Tier 2 cities in India. Role &amp; Responsibilities
<ul>
<li>Prospect, onboard, and manage a portfolio of B2B corporate clients, family offices, and institutional investors across key Indian markets.</li>
<li>Design and present customized investment structures (debt, equity, hybrid) aligned with client risk-return profiles and regulatory frameworks.</li>
<li>Collaborate with product &amp; legal teams to structure bespoke funding solutions including securitization, NCDs, private placements, and structured deposits.</li>
<li>Drive pipeline growth through targeted outreach, industry events, and referrals—achieving monthly and quarterly revenue targets.</li>
<li>Manage relationship lifecycle from KYC onboarding to post-sales service, ensuring compliance, transparency, and client retention.</li>
<li>Prepare pitch decks, investment memos, and performance dashboards tailored to senior decision-makers (CFOs, Treasurers, Investment Committees).</li>
</ul>
Skills &amp; Qualifications Must-Have
<ul>
<li>CRM tools (Salesforce, HubSpot)</li>
<li>Financial modeling (Excel, Power BI)</li>
<li>Investment structuring</li>
<li>BFSI compliance (RBI, SEBI guidelines)</li>
<li>Client onboarding workflows</li>
<li>Stakeholder negotiation</li>
<li>Portfolio management</li>
<li>Pitch deck creation</li>
</ul>
Preferred
<ul>
<li>CA or CFA certification</li>
<li>Experience with NBFCs or private credit</li>
<li>Knowledge of FPI / FDI investment routes</li>
</ul>
Benefits &amp; Culture Highlights
<ul>
<li>Performance-linked incentives + accelerators for top performers</li>
<li>Hybrid WFH policy after 6 months + flexible core hours</li>
<li>Access to premium wealth &amp; capital markets certification programs</li>
</ul>