Business & Partnership Lead

About the Role

We are looking for a Business & Partnership Lead to drive outreach, build lasting relationships with advisors and intermediaries, and convert these relationships into active business opportunities. This is a relationship-first role focused on engaging the right people, understanding their business, and identifying where we can add value together.

Key Responsibilities

1. Initiate outreach with prospects through personalized messaging that introduces the organization, highlights relevant capabilities, and opens the door for further conversation.
2. Conduct introductory calls with prospects to understand their business, requirements, and explore areas of potential collaboration.
3. Lead virtual meetings to discuss service offerings, business challenges, and active mandates, with the goal of identifying genuine partnership opportunities.
4. Build and maintain long-term relationships with prospects and partners through regular follow-ups, market updates, and consistent engagement.
5. Maintain accurate records of interactions, meeting outcomes, and relationship status to ensure a well-managed and active pipeline.

Requirements

1. Master's degree in Business, Finance, Commerce, or a related field, or CA or Semi-CA qualification or CFA or CMA.
2. 2–5 years of experience in business development, partnerships, relationship management, or deal execution, preferably within capital markets, investment banking, merchant banking, private credit, or financial advisory.
3. Excellent communication and interpersonal skills, with the ability to build rapport quickly and represent the organization professionally.
4. Confident in leading calls and virtual meetings, with a relationship-first or consultative approach.
5. Strong follow-through and organizational skills to manage an active pipeline of relationships and opportunities.