BDS Role

Job Description

Department Profile

Client, together with its investment advisory affiliates, has $1.7 trillion in assets under management as of June 30, 2025. Client strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Background on the Team

We are looking for a career-minded professional with global perspective to join the Bengaluru / Mumbai based Business Development Services (BDS) team. This role resides within Distribution Management for the Investment Management business unit. The team supports the completion of client questionnaires for various asset classes.

Responsibilities

As part of the Global BDS team, the individual is responsible for the following :

1. Work closely with a dedicated team of professionals whose primary responsibilities are to manage the client questionnaires.

2. Complete client questionnaires and liaise with Sales, Product Specialists, and other relevant departments to collate required information.

3. Work with global teams to ensure that high quality documents are completed on a timely basis.

4. Responsible for updating the content library on a timely basis.

5. Handle multiple tasks simultaneously and effectively project manage tasks.

Skills desired

1. Excellent project and time management skills.

2. Thrive in a fast paced, highly collaborative environment.

3. Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams.

Requirements

1. Bachelor’s degree

2. Upto 4 years of experience and familiarity with Loopio / Qvidian / any proposal software is preferable.

3. Key attributes include communication, commitment, team spirit, and collaboration.

Ability to analyze data and generate recommendations for improvements