Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. invites applications for a Business Development Manager in the Portfolio Management Services division to drive client acquisition and AUM growth in the PMS space.

The role involves identifying and onboarding HNI/UHNI clients, presenting investment philosophies, preparing tailored proposals, and coordinating end-to-end onboarding including KYC and fund transfers. 3–6 years in wealth/asset management preferred.

Qualifications

• 3–6 years in client acquisition or business development in wealth or asset management.
• Relationship management for HNI/UHNI clients at PMS/AIF or mutual funds.
• Investor relations experience at a fund house, PMS provider, or family office.

Responsibilities

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

Skills

Business development

Wealth/asset management

HNI/UHNI onboarding

PMS/AIF 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