Business Development Manager - PMS

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Hyderabad seeks a Business Development Manager to drive client acquisition and AUM growth for its PMS offering.

You will identify HNI/UHNI clients, conduct meetings, and present the PMS philosophy to convert leads into mandates. Role includes onboarding, documentation, KYC, and fund transfer coordination, while building a robust pipeline through referrals and events.

Qualifications

• 3-6 years in client acquisition or business development in wealth or asset management.
• Experience with HNI/UHNI clients or investor relations preferred.
• Strong understanding of PMS/AIF products and SEBI PMS regulations.

Responsibilities

• Identify, prospect and onboard HNI/UHNI clients for the PMS offering.
• Conduct client meetings, present investment philosophy and convert leads.
• Prepare tailored investment proposals and information memoranda.
• Manage end-to-end client onboarding including KYC and account opening.
• Build a pipeline through referrals, networking, events and relationships.
• Represent the firm at investor forums and industry events.
• Coordinate with portfolio management to stay updated on fund performance.

Skills

Client acquisition

Business development

Wealth management

Relationship management

HNI/UHNI onboarding

Education

Bachelor's in Finance/Economics

MBA or related

Tools

CRM software

MS PowerPoint

MS Excel

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