Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Chandigarh; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Business Development Manager to fuel client acquisition and AUM growth within our Portfolio Management Services division in India.

You will identify and onboard HNI/UHNI clients, conduct meetings to present PMS investment philosophy and strategy, prepare tailored proposals, manage onboarding and KYC, and coordinate with portfolio management to stay current on performance and market positioning.

Qualifications

• 3–6 years of experience in client acquisition or business development in wealth or asset management.
• Experience managing relationships for HNI/UHNI clients at PMS, AIF, or mutual funds.
• Knowledge of SEBI PMS regulations and competitive landscape.

Responsibilities

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering.
• Conduct client meetings, present PMS philosophy and convert leads into signed mandates.
• Prepare and deliver tailored investment proposals and information memoranda.
• Oversee end-to-end onboarding including KYC, account opening and fund transfer coordination.
• Build a pipeline via referrals, networking, events and existing relationships.
• Represent the firm at investor summits and industry forums.
• Coordinate with portfolio management and research for fund performance updates.
• Maintain records of client interactions, leads and pipeline status.

Skills

Client acquisition

Relationship management

Investor relations

Sales of financial products

Job description

A Portfolio Management Services division is hiring a Business Development Manager for client acquisition and AUM growth.

Key responsibilities:

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering
• Conduct client meetings, present the PMS investment philosophy and strategy, and convert leads into signed mandates
• Prepare and deliver tailored investment proposals, pitch decks and information memoranda
• Manage end-to-end client onboarding including documentation, KYC, account opening and fund transfer coordination
• Build and nurture a pipeline through referrals, networking, events and existing relationships
• Represent the firm at investor summits, wealth conclaves, seminars and industry forums
• Coordinate with portfolio management and research to stay current on fund performance and market positioning
• Maintain detailed records of client interactions, leads and pipeline status

Candidate profile: 3-6 years across one or more of client acquisition or business development in wealth or asset management; relationship management for HNI and UHNI clients at a PMS, AIF or mutual fund; investor relations at a fund house, PMS provider or family office; or sales of financial products including PMS, mutual funds, bonds and AIFs to high-net-worth individuals. Strong understanding of PMS and AIF products, SEBI PMS regulations and the competitive landscape