Business Development Manager PMS

ANG Group - Value Prolific Consulting Services Private Limited (VALPRO); Delhi; On-site; INR 900,000 - 1,800,000; Full time

Job summary

ANG Group - Value Prolific Consulting Services Private Limited (VALPRO) seeks a senior client relationship professional to identify, prospect, and onboard HNI/UHNI clients for ValPro's PMS offering. You will conduct meetings, present the PMS philosophy and strategy, and convert leads into signed mandates.

You will prepare tailored proposals, manage onboarding, and maintain detailed records while building a strong pipeline through referrals and events.

Qualifications

• In-depth understanding of PMS, AIF and wealth management products.
• Ability to articulate ValPro's investment philosophy to diverse audiences.
• Proven track record with HNI/UHNI investors, family offices, and institutions.
• Excellent verbal and written communication tailored to audience profiles.
• Self-starter with ability to manage a pipeline independently.
• Proficiency in MS Office for reporting and presentations.
• Maintains high integrity with strict compliance.

Responsibilities

• Identify, prospect, and onboard HNI/UHNI clients for ValPro PMS offering.
• Conduct client meetings, present investment philosophy and strategy, and convert leads into signed mandates.
• Prepare tailored investment proposals, pitch decks, and information memoranda.
• Manage end-to-end onboarding documentation, KYC, account opening, and fund transfer coordination.
• Build and nurture a strong pipeline through referrals, networking, events, and existing relationships.
• Represent ValPro at investor forums to generate leads and build brand presence.
• Coordinate with portfolio management and research teams on fund performance and positioning.
• Maintain detailed records of client interactions, leads, and pipeline status.

Skills

PMS knowledge

AIF / wealth management

Relationship building

Client presentations

Communication skills

Pipeline management

MS Office / Excel

PowerPoint

Proposal writing

Tools

MS Office Suite

Excel

PowerPoint

Word

Job description

Role & responsibilities

• Identify, prospect, and onboard HNI / UHNI clients for ValPros 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 for prospective clients
• Manage end-to-end client onboarding documentation, KYC, account opening, and fund transfer coordination
• Build and nurture a strong pipeline through referrals, networking, events, and existing relationships
• Represent ValPro at investor summits, wealth conclaves, seminars, and industry forums to generate leads and build brand presence
• Coordinate with the portfolio management and research team to stay current on fund performance and market positioning
• Maintain detailed records of client interactions, leads, and pipeline status

Skill Set

• Strong understanding of PMS, AIF, and wealth management products, SEBI PMS regulations, and the competitive landscape
• Ability to clearly articulate ValPros PMS investment philosophy and differentiate it in client conversations
• Proven ability to build and manage relationships with HNI / UHNI investors, family offices, and institutional clients
• Excellent verbal and written communication skills able to tailor message to varied audience profiles
• Commercially driven with a results-oriented mindset and demonstrated ability to close
• Self-starter who can manage a pipeline independently with minimal supervision
• Proficiency in MS Office Excel for performance reporting, PowerPoint for client presentations, Word for proposals
• High integrity and strict adherence to compliance norms in all client interactions

Prior Experience

• Portfolio Management Services (PMS) Sales or Distribution
• Alternative Investment Funds (AIF) Category II / III
• Wealth Management at a Bank, Broking House, or Independent Wealth Firm
• Investor Relations at an Asset Management Company (AMC)
• Family Office Advisory