Business Development Manager - PMS

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Chennai is hiring a Business Development Manager for its Portfolio Management Services division to drive client acquisition and AUM growth.

You will identify and onboard HNI/UHNI clients, present PMS strategies, prepare tailored proposals, and manage end-to-end onboarding with KYC and fund transfers. Build a robust pipeline through referrals and events.

Qualifications

• 3-6 years in client acquisition or business development in wealth or asset management.
• Experience managing HNI/UHNI relationships and investor relations.
• Strong understanding of PMS and AIF products, SEBI PMS regulations, and competitive landscape.

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.

Skills

Client acquisition

Business development

Relationship management

Wealth management

PMS knowledge

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