Senior Manager, Business Development

Relationship -first business development combining B2B partnerships with direct B2C HNI client acquisition across CAs, Healthcare, SME/MSME, and Corporate Ecosystems

?️ ABOUT GUARDIAN CAPITAL

Guardian Capital Investment Advisors is an elite Wealth and Asset Management firm — awarded India's Best Investment Advisory Firm by CNBC -TV18. We deliver Wealth Management, Financial Planning, Taxation, PMS, AIF, and comprehensive investment solutions to HNI and Ultra HNI clients across India.

We are in a growth phase and building a team of exceptional professionals who bring integrity, ownership, and hunger to their work. Our mission: make a meaningful difference in the financial lives of the families who trust us with their wealth.

? ROLE OVERVIEW — WHAT YOU WILL OWN

You will be Guardian Capital's growth engine across two connected fronts: building a network of B2B partners — CAs, merchant banks, corporates, and professional ecosystems such as healthcare — while directly converting HNI and Ultra HNI individuals into long -term wealth management clients through walk -ins, field visits, and in -person engagement.

This is a dual -mandate role for a professional who combines relationship -building credibility with commercial drive — equally comfortable opening doors with institutional partners, walking into hospitals and SME businesses, and closing trust with individual HNI clients.

? ROLE STRUCTURE — THE FOUR PILLARS

? KEY RESPONSIBILITIES

Pillar 1 — B2B Partner Development

• Proactively engage B2B partners — CAs, merchant banks, corporates, SME/MSME business owners, and professional ecosystems (healthcare, pharma) — through daily outreach: calls, emails, and in -person meetings.
  
• Schedule and conduct 4 in -person meetings per day with potential B2B partners to build a sustainable network, drive new partnerships, and generate prospective leads.
  
• Build and sustain long -term relationships across partner ecosystems to create a consistent referral pipeline.
  
• Conduct direct walk -ins to CA offices, hospitals, clinics, SME/MSME businesses, and corporate parks to identify opportunities and engage new partners.
  

Pillar 2 — B2C Lead Generation & HNI Acquisition

• Generate a minimum of 10 Ultra HNI leads per month through B2B partner engagement, direct walk -ins, cold calls, field visits, and digital channels.
  
• Conduct walk -ins and structured in -person visits to hospitals, clinics, diagnostic centres, and SME/MSME businesses to directly engage owners, doctors, and decision -makers as prospective HNI/UHNI clients.
  
• Build a focused pipeline across healthcare professionals, SME/MSME owners, and corporate executives as priority segments for direct B2C acquisition.
  
• Meet prospective clients from multiple sources — partner referrals, direct calls, marketing leads, website inquiries — and clearly communicate Guardian's value proposition.
  
• Track sector liquidity events — ESOP buybacks, IPOs, M&A transactions — to surface time -sensitive wealth management opportunities.
  

Pillar 3 — BD Strategy: Seminars & Events

• Design and execute BD initiatives such as industry events, outreach stalls, seminars for professional communities (doctors, CAs, corporates), and investor education programs.
  
• Represent Guardian Capital at industry events, conferences, and professional forums to build brand presence and pipeline.
  
• Operate in a performance -driven environment against daily, monthly, and annual targets across calls, meetings, and partnership/client conversions.
  

Pillar 4 — Reporting & CRM Management

• Maintain precise records of all meetings, walk -ins, referrals, follow -ups, and business opportunities in Guardian's CRM system.
  
• Provide regular pipeline and activity updates to senior management, maintaining discipline across the full client acquisition lifecycle.
  

✅ ELIGIBILITY — WHO SHOULD APPLY

Applications are considered from candidates with prior experience in one or more of the following domains:

• Wealth Management Sales
  
• Pharma / Healthcare Sales
  
• B2B Sales / Partner Acquisition
  
• B2B Relationship Management
  
• Banking & Financial Services
  
• HNI / Ultra HNI Client Acquisition
  
• Field Sales / Feet -on -Street Roles
  
• SME/MSME Banking & Lending
  

? REQUIRED SKILLS & ATTRIBUTES

Minimum Requirements — Non -Negotiable

• Integrity & Honesty — Guardian only hires individuals of unquestionable personal and professional integrity. This role carries direct, unsupervised access to client trust and financial conversations in the field — honesty is a baseline requirement, not a preference.
  
• Target Orientation — Must thrive in a performance -driven environment with daily, weekly, and monthly activity and conversion targets. This role is not a fit for candidates who need a fixed, target -free routine.
  

Additional Requirements

• Comfortable with field -heavy, networking -intensive work — cold outreach, direct walk -ins, and daily in -person engagement across CAs, hospitals, clinics, and SME/MSME businesses.
  
• Strong communication and rapport -building skills; able to earn trust quickly with business owners and decision -makers.
  
• Willingness to work 2 Saturdays a month as part of the standard field schedule.
  
• Existing book of clients or a strong professional network is highly valued.
  
• Familiarity with wealth management products (Mutual Funds, PMS, AIF, Insurance) is an advantage — training provided.
  
• Preference for NISM Series VA certification; Telugu and English fluency preferred; Hindi an advantage.