Rabaadi Financial Services is an early stage financial products distribution firm. We work with a wide range of investment solutions including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs), serving individuals, professionals, and long-term investors.
We are looking to onboard
experienced sales and business development professionals
to support our growth through client acquisition and relationship building.
Role Overview
This is a
part-time, flexible role
focused on
client outreach, lead generation, and onboarding coordination
. The role does
not
involve executing transactions or providing investment advice.
The ideal candidate will leverage their
existing professional or personal network
to introduce prospective clients and facilitate initial engagement with our firm.
Key Responsibilities
Identify and connect with potential clients through personal and professional networks
Generate qualified leads for investment products such as Mutual Funds, PMS, and AIFs
Coordinate client onboarding by collecting preliminary information and facilitating introductions
Explain products at a high level and schedule discussions with internal investment specialists
Maintain basic follow-ups and relationship management
Ensure communication is aligned with regulatory and compliance standards
Eligibility & Requirements
Proven experience in
sales, business development, or client acquisition
Working knowledge of financial products such as
Mutual Funds, SIPs, PMS, or AIFs
Strong communication and relationship-building skills
Comfortable working independently in a target-oriented environment
Professional network suitable for client introductions
Note: Candidates without prior sales or business development experience will not be considered.
Role Details
Engagement Type:
Part-time / Independent engagement.
Working Hours:
Flexible (no fixed schedule).
Location:
Remote / Hybrid (India).
Training & Support:
Product orientation and onboarding support provided.
What This Role Is Not
Not a call-center or telecalling role.
Not a full-time salaried position.
Not responsible for executing trades or handling client funds.
Who Should Apply
Sales professionals from financial services or allied industries.
Relationship managers, business development executives, or client-facing .professionals
Individuals seeking flexible, performance-oriented engagement in financial services.
Job Types: Full-time, Part-time, Fresher
Pay: ₹20,000.00 - ₹50,000.00 per month
Expected hours: 40 per week
Application Question(s):
Are you comfortable working in an incentive only based role?
Education:
Bachelor's (Preferred)
Experience:
Business development: 1 year (Preferred)
Sales/Relationship Management: 1 year (Preferred)
License/Certification:
NISM Certificate? (Preferred)
Work Location: Remote
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