Website:
findnex.com
Job details:
Company Description FindNex is a technology and execution platform that enables SEBI-registered investment advisors and analysts to automate and distribute their investment strategies through broker-integrated infrastructure. The company focuses on streamlining the way advisors design, deploy, and manage strategies, helping them scale their offerings more efficiently. By combining advanced technology with strong integration capabilities, FindNex supports advisors in improving reach, transparency, and operational reliability. Team members at FindNex work closely with financial professionals and technology experts, contributing to a modern, innovation-driven environment. The organization values collaboration, compliance, and long-term partnerships in the financial services ecosystem.
Role Description This is a full-time, on-site Business Development Specialist role based in Bengaluru South. The specialist will identify and qualify prospects among SEBI-registered investment advisors, analysts, and related financial services firms, and manage outreach through calls, meetings, events, and digital channels. Day-to-day responsibilities include presenting FindNex’s platform capabilities, conducting product demos, understanding client requirements, and collaborating with internal teams to shape tailored solutions. The role involves maintaining a sales pipeline, preparing proposals, negotiating terms, and supporting onboarding to ensure successful adoption and ongoing client engagement. The specialist will also track market trends, gather feedback, and work with product and marketing teams to refine offerings and communication.
Qualifications
- Strong business development, sales, or account management skills, preferably in financial services or fintech.
- Ability to build and maintain relationships with investment advisors, analysts, and other financial professionals.
- Comfort with explaining technology platforms, conducting product demos, and translating client needs into solutions.
- Excellent communication, negotiation, and presentation skills, with the ability to engage diverse stakeholders.
- Analytical mindset for understanding investment advisory workflows, market trends, and competitive landscapes.
- Self-driven approach, strong organizational skills, and the ability to manage multiple opportunities simultaneously.
- Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field; an MBA or equivalent is an advantage.
- Familiarity with SEBI regulations and experience in Indian capital markets or brokerage environments is a plus.
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