Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Coimbatore District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Business Development Manager for its Portfolio Management Services division in Tamil Nadu to drive client acquisition and AUM growth among HNIs.

You will meet clients, present the PMS philosophy, prepare tailored proposals, and onboard clients including KYC and fund transfers. Build a strong pipeline through referrals and events, represent the firm at investor forums, and coordinate with PM and research teams.

Qualifications

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

Responsibilities

• Identify, prospect and onboard HNI and UHNI clients for the PMS offering
• Conduct client meetings, present PMS 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

Wealth management

Relationship management

HNI/UHNI experience

Investment 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