Founder Office - New Business Development & Client Relations

About VPR Finmart

VPR Finmart is a boutique financial services firm helping individuals, families, and businesses with investment, lending, insurance, and financial planning solutions. We work closely with clients to understand their goals and connect them with suitable products across mutual funds, SIPs, loans, insurance, and other investment solutions.
This is a close-knit setup where quality of advice, trust, follow-through, and long-term client relationships matter more than high-volume selling.

About The Role

We are hiring for a Founder’s Office role focused on new business development and client relations. The person will work directly with the family leadership team to generate and manage business pipelines across both B2C and B2B clients.

This role is ideal for someone who is commercially sharp, organized, comfortable speaking with clients, and interested in financial services. You will be involved in lead generation, client follow-ups, relationship management, marketing support, and coordination across products such as mutual funds, SIPs, loans, insurance, and other financial solutions.

Key Responsibilities

• Generate and manage pipelines for B2C clients, including individuals and families looking for investment, lending, or insurance solutions.
• Build and maintain B2B relationships with businesses, partners, referral sources, and professional networks.
• Support client conversations, follow-ups, documentation coordination, and product-related queries.
• Assist in marketing activities, campaigns, outreach, content coordination, and lead-generation initiatives.
• Track leads, conversations, follow-ups, and conversion status in a structured manner.
• Coordinate internally to ensure smooth client onboarding and servicing.
• Support the founder and team on growth initiatives, partnerships, and business development experiments.
• Maintain high standards of communication, confidentiality, and client trust.

Who We’re Looking For

• Strong communication and interpersonal skills.
• Interest in financial services, investments, lending, insurance, or wealth management.
• Comfortable with client-facing work and follow-ups.
• Organized, detail-oriented, and able to manage multiple conversations at once.
• Proactive attitude and willingness to take ownership in a small, boutique setup.
• Comfortable working from office in Delhi.
• Prior experience in sales, business development, client relations, financial services, marketing is a plus.

Good To Have

• Working knowledge of Excel, Google Sheets, Google Docs, and Google Workspace.
• Experience with CRM tools or structured lead tracking.
• Understanding of mutual funds, SIPs, loans, insurance, or investment products.
• Prior experience in a boutique financial services firm, wealth management firm, NBFC, fintech, insurance, or lending business.

Why Join VPR Finmart

• Work directly with the founder.
• Performance-linked incentives and bonuses based on business generated and overall contribution.
• Get exposure across investments, lending, insurance, and client advisory.
• High ownership role in a boutique business setup.
• Opportunity to build deep client relationships rather than just chase transactional sales.
• Learn how financial products are sold, serviced, and managed in the real world.